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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 | $11,726 |
REGIONS BANK2+ years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $10,319 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $375 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,717 | $83,045-66.6% | $130,045-78.7% | $71,511-61.2% |
| Participation rate | 97.7% | 74.1%+23.6pp | 78.5%+19.2pp | 67.9%+29.8pp |
| Annual return | 18.58% | 20.61%-2.0pp | -137.30%+155.9pp | 28.86%-10.3pp |
| Employer contribution / active EE | $2,155 | $2,623-17.8% | $4,321-50.1% | $2,589-16.8% |
| Participant deferral / active EE | $4,350 | $4,436-1.9% | $5,820-25.3% | $4,291+1.4% |
| Admin fee / account holder | $140 | $1,727-91.9% | $10,600-98.7% | $1,588-91.2% |