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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 |
Annual investment return 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).
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 | $75,058-70.9% | $152,301-85.7% | $64,340-66.0% |
| Participation rate | 95.7% | 60.9%+34.8pp | 82.4%+13.3pp | 55.2%+40.5pp |
| Annual return | 12.42% | 29.93%-17.5pp | 80.50%-68.1pp | 24.14%-11.7pp |
| Employer contribution / active EE | $2,143 | $2,605-17.7% | $4,624-53.7% | $1,862+15.1% |
| Participant deferral / active EE | $2,226 | $5,041-55.8% | $8,004-72.2% | $2,980-25.3% |
| Admin fee / account holder | $232 | $4,050-94.3% | $14,398-98.4% | $3,703-93.7% |