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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 | $244,940 |
NAVIQUANT2 years Service code 27 7180 SW FIR LOOP · PORTLAND, OR 97223 | Advisory (Plan) | $87,530 |
LPL FINANCIAL7 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT RD NW · OLYMPIA, WA 98502 | Advisory (Plan) | -$23,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,423 | $53,216-18.4% | $155,534-72.1% | $199,960-78.3% |
| Participation rate | 35.0% | 64.1%-29.1pp | 78.2%-43.2pp | 72.0%-37.0pp |
| Annual return | 8.41% | 41.18%-32.8pp | 64.92%-56.5pp | 34.28%-25.9pp |
| Employer contribution / active EE | $239 | $1,848-87.1% | $4,675-94.9% | $3,036-92.1% |
| Participant deferral / active EE | $1,924 | $3,164-39.2% | $5,630-65.8% | $5,087-62.2% |
| Admin fee / account holder | $175 | $186-5.9% | $15,900-98.9% | $269-35.1% |