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| Provider | Service type | Compensation |
|---|---|---|
BATES & COMPANY, INC.1 year Service code 13 1201 SOUTH ORLANDO AVENUE · WINTER PARK, FL 32789 | Contract Administrator | $4,468 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,340 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,013 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,479 | $59,448-42.0% | $93,696-63.2% | $74,459-53.7% |
| Participation rate | 57.6% | 59.6%-2.0pp | 68.7%-11.1pp | 67.2%-9.6pp |
| Annual return | 14.19% | 82.11%-67.9pp | 133.74%-119.6pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $879 | $1,266-30.6% | $2,422-63.7% | $2,626-66.5% |
| Participant deferral / active EE | $1,436 | $3,052-52.9% | $4,417-67.5% | $4,350-67.0% |
| Admin fee / account holder | $30 | $3,027-99.0% | $8,287-99.6% | $1,945-98.5% |