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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $82,037 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $79,344 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $491 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,523 | $102,382+51.9% | $147,005+5.8% | $80,874+92.3% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.2%-0.3pp | 67.6%+14.2pp |
| Annual return | 9.26% | 134.89%-125.6pp | 418.76%-409.5pp | 35.62%-26.4pp |
| Employer contribution / active EE | $7,921 | $3,715+113.2% | $4,934+60.5% | $2,756+187.5% |
| Participant deferral / active EE | $13,793 | $6,646+107.5% | $8,070+70.9% | $4,297+221.0% |
| Admin fee / account holder | $229 | $7,942-97.1% | $13,006-98.2% | $6,935-96.7% |