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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $68,493 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $10,734 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,523 | $72,303-63.3% | $86,698-69.4% | $64,819-59.1% |
| Participation rate | 89.1% | 80.4%+8.7pp | 76.6%+12.5pp | 71.5%+17.7pp |
| Annual return | -15.94% | 392.77%-408.7pp | 35.95%-51.9pp | 32.84%-48.8pp |
| Employer contribution / active EE | $704 | $2,393-70.6% | $2,837-75.2% | $2,507-71.9% |
| Participant deferral / active EE | $3,874 | $4,660-16.8% | $4,656-16.8% | $4,311-10.1% |
| Admin fee / account holder | $99 | $174-43.1% | $7,493-98.7% | $188-47.3% |