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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 | $40,279 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA INC. Service code 55 | Other Commissions | $17,926 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $442 |
SECURITIES AMERICA INC3 years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,345 | $91,424-59.2% | $135,942-72.5% | $71,495-47.8% |
| Participation rate | 48.2% | 75.7%-27.4pp | 81.9%-33.7pp | 67.9%-19.7pp |
| Annual return | 13.81% | 29.90%-16.1pp | 68.28%-54.5pp | 28.85%-15.0pp |
| Employer contribution / active EE | $0 | $3,704-100.0% | $4,858-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,975 | $7,092-72.2% | $7,759-74.5% | $4,291-54.0% |
| Admin fee / account holder | $261 | $1,266-79.4% | $10,764-97.6% | $1,588-83.6% |