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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 | $82,631 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,358 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $22,457 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,208 | $95,388-74.6% | $125,391-80.7% | $77,906-68.9% |
| Participation rate | 92.0% | 78.6%+13.4pp | 82.4%+9.7pp | 73.7%+18.3pp |
| Annual return | -3.83% | 116.19%-120.0pp | 572.41%-576.2pp | 12.16%-16.0pp |
| Employer contribution / active EE | $2,096 | $3,666-42.8% | $4,816-56.5% | $2,846-26.4% |
| Participant deferral / active EE | $8,513 | $7,711+10.4% | $7,448+14.3% | $4,805+77.2% |
| Admin fee / account holder | $99 | $119-17.1% | $10,009-99.0% | $133-25.7% |