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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. COM. OF AMERIC Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,388 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $1,915 |
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).
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 | $4,218 | $52,507-92.0% | $129,406-96.7% | $74,478-94.3% |
| Participation rate | 88.4% | 53.9%+34.5pp | 69.6%+18.7pp | 67.2%+21.2pp |
| Annual return | 9.22% | 15.64%-6.4pp | 9468.18%-9459.0pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $580 | $1,534-62.2% | $4,155-86.0% | $2,626-77.9% |
| Participant deferral / active EE | $1,400 | $2,801-50.0% | $4,167-66.4% | $4,350-67.8% |
| Admin fee / account holder | $62 | $2,639-97.7% | $7,689-99.2% | $1,946-96.8% |