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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 | $416,770 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $44,990 |
QDRO CONSULTANTS COMPANY, LLC9+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,541 | $59,312-1.3% | $149,740-60.9% | $103,657-43.5% |
| Participation rate | 54.1% | 70.3%-16.2pp | 78.8%-24.7pp | 73.4%-19.3pp |
| Annual return | 20.09% | 78.03%-57.9pp | 134.51%-114.4pp | 33.13%-13.0pp |
| Employer contribution / active EE | $1,541 | $2,187-29.5% | $4,821-68.0% | $3,216-52.1% |
| Participant deferral / active EE | $3,729 | $3,719+0.3% | $5,683-34.4% | $5,218-28.5% |
| Admin fee / account holder | $77 | $103-25.4% | $13,222-99.4% | $114-32.9% |