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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $61,471 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $1,171 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $164 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,921 | $79,181+61.6% | $102,423+24.9% | $74,429+71.9% |
| Participation rate | 71.3% | 74.8%-3.5pp | 76.5%-5.2pp | 67.2%+4.0pp |
| Annual return | 10.66% | 54.97%-44.3pp | 29.42%-18.8pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $3,000 | $2,362+27.0% | $3,023-0.8% | $2,625+14.3% |
| Participant deferral / active EE | $5,928 | $4,416+34.2% | $5,054+17.3% | $4,348+36.3% |
| Admin fee / account holder | $344 | $2,002-82.8% | $9,455-96.4% | $1,944-82.3% |