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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 | $20,925 |
COMPASS 360, LLC1 year Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 118 PORTSMOUTH AVENUE, STE D201 · STRATHAM, NH 03885 | Contract Administrator | $4,650 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,317 | $101,653-72.1% | $147,080-80.7% | $74,459-62.0% |
| Participation rate | 63.9% | 75.6%-11.6pp | 82.2%-18.3pp | 67.2%-3.3pp |
| Annual return | 124.38% | 8754.98%-8630.6pp | 420.17%-295.8pp | 1369.70%-1245.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,545 | $7,304+44.4% | $8,066+30.7% | $4,350+142.4% |
| Admin fee / account holder | $85 | $1,752-95.2% | $12,989-99.3% | $1,945-95.7% |