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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 | $19,112 |
UNITED 401(K) PLANS, INC.2 years Filed as: UNITED 401(K) PLANS INC Service code 13 PO BOX 71570 · SALT LAKE CITY UT, UT 84171 | Contract Administrator | $12,690 |
Service code 27 4340 REDWOOD HWYSUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,884 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.