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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 | $8,267 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,117 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,228 | $72,620-70.8% | $90,760-76.6% | $66,938-68.3% |
| Participation rate | 40.8% | 73.7%-32.9pp | 75.7%-34.9pp | 69.8%-29.0pp |
| Annual return | -17.76% | -12.28%-5.5pp | -12.16%-5.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $744 | $2,369-68.6% | $2,922-74.5% | $2,545-70.8% |
| Participant deferral / active EE | $2,221 | $3,979-44.2% | $4,565-51.4% | $4,238-47.6% |
| Admin fee / account holder | $207 | $707-70.8% | $8,444-97.6% | $594-65.2% |