Filed February 4, 2025 (most recent of 2 filings on file)
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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 | $687,741 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $150,689 |
MAYER HOFFMAN MCCANN P.C.3 years Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $29,630 |
Service code 10 15044 N SCOTTSDALE RD STE 300 · SCOTTSDALE, AZ 85254 | Accounting | $3,958 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,212 | $89,433-90.8% | $117,472-93.0% | $89,433-90.8% |
| Participation rate | 84.1% | 71.3%+12.8pp | 70.6%+13.5pp | 71.3%+12.8pp |
| Annual return | -17.00% | -11.88%-5.1pp | 29.77%-46.8pp | -11.88%-5.1pp |
| Employer contribution / active EE | $269 | $3,021-91.1% | $4,180-93.6% | $3,021-91.1% |
| Participant deferral / active EE | $1,613 | $5,125-68.5% | $4,072-60.4% | $5,125-68.5% |
| Admin fee / account holder | $36 | $79-55.1% | $5,646-99.4% | $79-55.1% |