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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $14,182 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,577 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,027 | $30,086+82.9% | $61,399-10.4% | $64,814-15.1% |
| Participation rate | 14.7% | 36.4%-21.7pp | 52.6%-37.9pp | 71.5%-56.8pp |
| Annual return | -16.21% | -13.99%-2.2pp | 338.81%-355.0pp | 32.84%-49.0pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,159-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,093 | $1,126-2.9% | $2,124-48.6% | $4,310-74.7% |
| Admin fee / account holder | $43 | $148-70.9% | $2,131-98.0% | $188-77.1% |