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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 | $40,388 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $13,146 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,833 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,692 | $54,245-80.3% | $93,727-88.6% | $77,762-86.3% |
| Participation rate | 91.8% | 63.9%+27.8pp | 68.7%+23.1pp | 70.6%+21.2pp |
| Annual return | 22.55% | 30.58%-8.0pp | 133.83%-111.3pp | 31.27%-8.7pp |
| Employer contribution / active EE | $2,029 | $1,168+73.7% | $2,421-16.2% | $2,728-25.6% |
| Participant deferral / active EE | $4,037 | $3,144+28.4% | $4,417-8.6% | $4,651-13.2% |
| Admin fee / account holder | $124 | $575-78.4% | $8,292-98.5% | $433-71.3% |