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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,061 |
BATES & COMPANY, INC.10+ years Service code 13 1201 S ORLANDO AVE STE 202 · WINTER PARK, FL 32789 | Contract Administrator | $6,779 |
CAROL NAGY1 year Filed as: CAROL & BLETZER, PLLC Service code 10 1 LIBRAY LANE · KINGSTON, NH 03848 | Accounting | $4,900 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,631 | $65,246+12.9% | $98,716-25.4% | $67,986+8.3% |
| Participation rate | 41.8% | 51.4%-9.6pp | 69.3%-27.5pp | 57.2%-15.4pp |
| Annual return | 13.94% | 20.58%-6.6pp | 31.81%-17.9pp | 31.67%-17.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,622 | $2,594+1.1% | $4,048-35.2% | $3,358-21.9% |
| Admin fee / account holder | $165 | $4,561-96.4% | $8,703-98.1% | $3,203-94.8% |