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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 | $218,801 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $150,127 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON LLC Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $19,000 |
Employer contribution per participant 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.
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 | $26,335 | $110,258-76.1% | $102,460-74.3% | $200,096-86.8% |
| Participation rate | 91.2% | 86.3%+4.9pp | 76.5%+14.7pp | 72.0%+19.2pp |
| Annual return | 16.57% | 35.78%-19.2pp | 29.47%-12.9pp | 34.26%-17.7pp |
| Employer contribution / active EE | $1,250 | $3,605-65.3% | $3,025-58.7% | $3,038-58.8% |
| Participant deferral / active EE | $3,693 | $6,377-42.1% | $5,056-27.0% | $5,090-27.4% |
| Admin fee / account holder | $122 | $122-0.3% | $9,460-98.7% | $269-54.7% |