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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 | $7,194 |
REILLY, PENNER & BENTON LLP2 years Filed as: REILLY FINANCIAL ADVISORS LLC Service code 99 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Other Fees | $477 |
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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,513 | $51,226-75.6% | $82,744-84.9% | $66,938-81.3% |
| Participation rate | 26.5% | 67.9%-41.4pp | 72.6%-46.1pp | 69.8%-43.3pp |
| Annual return | -17.36% | -9.61%-7.8pp | 702.22%-719.6pp | 1.58%-18.9pp |
| Employer contribution / active EE | $413 | $2,612-84.2% | $3,008-86.3% | $2,545-83.8% |
| Participant deferral / active EE | $1,275 | $3,460-63.1% | $4,395-71.0% | $4,238-69.9% |
| Admin fee / account holder | $207 | $416-50.2% | $5,325-96.1% | $594-65.2% |