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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 | $19,016 |
SOUTH-WEST INS AGENCY INC5 years Service code 27 220 WOOD AVE E · BIG STONE GAP, VA 242192822 | Advisory (Plan) | $9,417 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,970 | $101,653-63.6% | $147,080-74.9% | $74,459-50.3% |
| Participation rate | 72.3% | 75.6%-3.2pp | 82.2%-9.8pp | 67.2%+5.1pp |
| Annual return | 13.36% | 8754.98%-8741.6pp | 420.17%-406.8pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $220 | $3,813-94.2% | $4,933-95.5% | $2,626-91.6% |
| Participant deferral / active EE | $1,149 | $7,304-84.3% | $8,066-85.8% | $4,350-73.6% |
| Admin fee / account holder | $261 | $1,752-85.1% | $12,989-98.0% | $1,945-86.6% |