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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,445 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,114 |
BAS PARTNERS7 years Service code 10 15800 PINES BLVD STE 300 · PEMBROKE PINES, FL 330271212 | Accounting | $3,200 |
Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $3,000 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,836 | $41,151-63.9% | $80,648-81.6% | $71,529-79.3% |
| Participation rate | 51.7% | 50.2%+1.5pp | 67.0%-15.3pp | 67.9%-16.2pp |
| Annual return | 24.47% | 38.49%-14.0pp | 937.21%-912.7pp | 28.97%-4.5pp |
| Employer contribution / active EE | $35 | $1,513-97.7% | $2,724-98.7% | $2,590-98.7% |
| Participant deferral / active EE | $2,701 | $2,7000% | $4,443-39.2% | $4,291-37.1% |
| Admin fee / account holder | $78 | $1,842-95.8% | $5,382-98.5% | $1,588-95.1% |