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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $81,570 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,702 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,000 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $200 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,317 | $88,480-21.7% | $96,683-28.3% | $80,160-13.5% |
| Participation rate | 66.3% | 79.9%-13.5pp | 74.3%-8.0pp | 72.9%-6.6pp |
| Annual return | 2339.14% | 22.53%+2316.6pp | 35.69%+2303.4pp | 40.38%+2298.8pp |
| Employer contribution / active EE | $1,302 | $4,176-68.8% | $3,737-65.2% | $2,978-56.3% |
| Participant deferral / active EE | $2,180 | $3,959-44.9% | $4,878-55.3% | $5,017-56.5% |
| Admin fee / account holder | $69 | $212-67.5% | $6,730-99.0% | $145-52.6% |