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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 | $19,641 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,974 |
BKS RETIREMENT SERVICES4 years Filed as: BKS FINANCIAL INVESTMENTS LLC DBA B Service code 27 25400 US 19 N STE 204 · CLEARWATER, FL 33763 | Advisory (Plan) | $4,000 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $56 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,453 | $95,417-55.5% | $135,974-68.8% | $74,460-43.0% |
| Participation rate | 48.7% | 78.2%-29.5pp | 81.9%-33.2pp | 70.7%-22.1pp |
| Annual return | 22.91% | 32.76%-9.9pp | 68.30%-45.4pp | 34.38%-11.5pp |
| Employer contribution / active EE | $1,322 | $3,878-65.9% | $4,859-72.8% | $2,638-49.9% |
| Participant deferral / active EE | $5,039 | $7,789-35.3% | $7,760-35.1% | $4,530+11.2% |
| Admin fee / account holder | $103 | $266-61.4% | $10,767-99.0% | $348-70.5% |