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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 | $99,950 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $18,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,794 | $44,898-4.7% | $85,126-49.7% | $199,921-78.6% |
| Participation rate | 23.2% | 45.7%-22.5pp | 67.5%-44.3pp | 72.0%-48.8pp |
| Annual return | 18.11% | 20.98%-2.9pp | 66.63%-48.5pp | 34.28%-16.2pp |
| Employer contribution / active EE | $788 | $1,367-42.4% | $2,731-71.2% | $3,035-74.0% |
| Participant deferral / active EE | $1,128 | $2,670-57.7% | $4,523-75.1% | $5,089-77.8% |
| Admin fee / account holder | $130 | $585-77.8% | $6,160-97.9% | $269-51.8% |