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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 902455670 | Recordkeeping Fees | $49,760 |
CETERA ADVISOR NETWORKS LLC5 years Service code 55 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 90245 | Other Commissions | $23,098 |
VEGA PALAU LLC1 year Service code 10 PO BOX 363332 · SAN JUAN, PR 009363332 | Accounting | $10,400 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $470 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,853 | $90,107-75.7% | $182,262-88.0% | $69,733-68.7% |
| Participation rate | 95.7% | 64.8%+30.9pp | 84.2%+11.5pp | 62.5%+33.3pp |
| Annual return | 12.42% | 95.58%-83.2pp | 140.60%-128.2pp | 15.22%-2.8pp |
| Employer contribution / active EE | $2,143 | $3,043-29.6% | $5,046-57.5% | $2,250-4.8% |
| Participant deferral / active EE | $2,226 | $5,135-56.6% | $8,276-73.1% | $3,054-27.1% |
| Admin fee / account holder | $232 | $3,377-93.1% | $16,712-98.6% | $3,102-92.5% |