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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 | $37,299 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $20,169 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,289 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,233 | $42,367-12.1% | $79,583-53.2% | $64,824-42.6% |
| Participation rate | 34.5% | 64.7%-30.2pp | 69.5%-35.0pp | 71.5%-37.0pp |
| Annual return | -14.52% | -12.24%-2.3pp | 0.16%-14.7pp | 32.84%-47.4pp |
| Employer contribution / active EE | $309 | $1,181-73.8% | $2,414-87.2% | $2,507-87.7% |
| Participant deferral / active EE | $2,436 | $3,168-23.1% | $3,986-38.9% | $4,311-43.5% |
| Admin fee / account holder | $177 | $160+11.1% | $6,835-97.4% | $188-5.6% |