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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,150 |
Filed as: SI HOLDINGS DBA STEPHENS INC Service code 27 111 CENTER ST · LITTLE ROCK, AZ 72201 | Advisory (Plan) | $5,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,530 | $51,226-59.9% | $82,744-75.2% | $66,938-69.3% |
| Participation rate | 56.7% | 67.9%-11.2pp | 72.6%-15.8pp | 69.8%-13.1pp |
| Annual return | -15.66% | -9.61%-6.1pp | 702.22%-717.9pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,689 | $2,612-35.3% | $3,008-43.9% | $2,545-33.6% |
| Participant deferral / active EE | $2,965 | $3,460-14.3% | $4,395-32.5% | $4,238-30.0% |
| Admin fee / account holder | $188 | $416-54.8% | $5,325-96.5% | $594-68.4% |