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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,137 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $23,921 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,537 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,874 | $61,391-49.7% | $149,723-79.4% | $71,529-56.8% |
| Participation rate | 68.0% | 62.5%+5.5pp | 78.8%-10.8pp | 67.9%+0.1pp |
| Annual return | 20.02% | 35.88%-15.9pp | 134.50%-114.5pp | 28.97%-9.0pp |
| Employer contribution / active EE | $1,725 | $2,384-27.6% | $4,821-64.2% | $2,590-33.4% |
| Participant deferral / active EE | $3,331 | $2,921+14.1% | $5,682-41.4% | $4,291-22.4% |
| Admin fee / account holder | $223 | $1,264-82.4% | $13,215-98.3% | $1,588-86.0% |