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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,608 |
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES INC Service code 27 430 E DOUGLAS STE 400 · WICHITA KS, KS 67202 | Advisory (Plan) | $38,465 |
RICHEY MAY & CO LLP1 year Service code 10 9605 S KINGSTON CT STE 200 · EMGLEWOOD, CO 80112 | Accounting | $2,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,709 | $45,022-18.5% | $85,240-56.9% | $200,096-81.7% |
| Participation rate | 15.7% | 45.8%-30.2pp | 67.5%-51.8pp | 72.0%-56.3pp |
| Annual return | 28.75% | 21.00%+7.7pp | 66.75%-38.0pp | 34.26%-5.5pp |
| Employer contribution / active EE | $454 | $1,374-67.0% | $2,735-83.4% | $3,038-85.1% |
| Participant deferral / active EE | $948 | $2,682-64.6% | $4,527-79.0% | $5,090-81.4% |
| Admin fee / account holder | $276 | $585-52.8% | $6,165-95.5% | $269+2.4% |