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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 | $16,490 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $1,827 |
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.
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 | $20,256 | $84,493-76.0% | $125,381-83.8% | $66,938-69.7% |
| Participation rate | 95.2% | 76.4%+18.8pp | 82.4%+12.8pp | 69.8%+25.4pp |
| Annual return | -12.59% | -8.49%-4.1pp | 572.31%-584.9pp | 1.58%-14.2pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $19,331 | $6,783+185.0% | $7,448+159.6% | $4,238+356.1% |
| Admin fee / account holder | $80 | $685-88.4% | $10,007-99.2% | $594-86.6% |