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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 | $19,453 |
THE WATERFORD GROUP LLC2 years Service code 27 1657 E AVE STE 200 · ROCHESTER, NY 14610 | Advisory (Plan) | $17,997 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,907 |
NATIONAL BENEFIT SERVICES, LLC4+ years Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | -$2,860 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,553 | $106,230-75.0% | $147,080-81.9% | $77,736-65.8% |
| Participation rate | 33.9% | 78.4%-44.4pp | 82.2%-48.2pp | 70.6%-36.6pp |
| Annual return | 13.02% | 56.91%-43.9pp | 420.17%-407.1pp | 31.26%-18.2pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $170 | $338-49.9% | $12,989-98.7% | $433-60.8% |