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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,338 |
Service code 55 | Other Commissions | $22,090 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY SUITE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,975 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,639 |
Filed as: OAKWOOD CAIPTAL SECURITIES INC. Service code 55 600 HIGHWAY 169 S · MINNEAPOLIS, MN 55426 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,558 | $89,123-41.0% | $102,460-48.7% | $77,762-32.4% |
| Participation rate | 37.4% | 80.9%-43.5pp | 76.5%-39.1pp | 70.6%-33.2pp |
| Annual return | 10.96% | 25.05%-14.1pp | 29.47%-18.5pp | 31.27%-20.3pp |
| Employer contribution / active EE | $226 | $2,700-91.6% | $3,025-92.5% | $2,728-91.7% |
| Participant deferral / active EE | $1,600 | $5,148-68.9% | $5,056-68.3% | $4,651-65.6% |
| Admin fee / account holder | $247 | $236+4.6% | $9,460-97.4% | $433-43.0% |