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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 | $45,603 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $33,901 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,572 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,288 | $53,165-11.1% | $86,235-45.2% | $74,473-36.5% |
| Participation rate | 52.5% | 64.9%-12.3pp | 69.0%-16.5pp | 70.7%-18.2pp |
| Annual return | 16.69% | 22.64%-6.0pp | 1170.03%-1153.3pp | 34.36%-17.7pp |
| Employer contribution / active EE | $136 | $1,210-88.7% | $2,381-94.3% | $2,638-94.8% |
| Participant deferral / active EE | $3,128 | $3,234-3.3% | $3,987-21.6% | $4,530-31.0% |
| Admin fee / account holder | $230 | $551-58.2% | $6,856-96.6% | $347-33.6% |