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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EASR ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,472 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $367 |
ORIENTAL BANK4 years Filed as: ORIENTAL BANK & TRUST Service code 99 P O BOX 191429 · SAN JUAN, PR 00919 | Other Fees | $27 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,602 | $29,569-50.6% | $56,077-74.0% | $77,714-81.2% |
| Participation rate | 15.4% | 32.6%-17.2pp | 52.5%-37.1pp | 70.6%-55.2pp |
| Annual return | 14.34% | 18.90%-4.6pp | 1709.28%-1694.9pp | 31.26%-16.9pp |
| Employer contribution / active EE | $196 | $569-65.5% | $1,040-81.1% | $2,727-92.8% |
| Participant deferral / active EE | $412 | $1,061-61.2% | $1,954-78.9% | $4,649-91.1% |
| Admin fee / account holder | $208 | $1,042-80.0% | $2,825-92.6% | $433-51.9% |