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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMER Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,499 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 55 60 S 6TH ST COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Commissions | $12,746 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,396 |
Service code 13 501 PARK DRIVE SOUTH · GREAT FALLS, MT 594051879 | Contract Administrator | $4,098 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $27,557 | $55,446-50.3% | $155,574-82.3% | $74,429-63.0% |
| Participation rate | 43.5% | 61.9%-18.4pp | 78.2%-34.7pp | 67.2%-23.7pp |
| Annual return | 10.22% | 269.20%-259.0pp | 64.87%-54.6pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $896 | $2,266-60.5% | $4,676-80.8% | $2,625-65.9% |
| Participant deferral / active EE | $1,407 | $2,836-50.4% | $5,629-75.0% | $4,348-67.6% |
| Admin fee / account holder | $218 | $1,743-87.5% | $15,914-98.6% | $1,944-88.8% |