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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 | $64,395 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $29,975 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 PO BOX 593 · HOLLIDAYSBURG, PA 16648 | Contract Administrator | $29,075 |
Filed as: PENSIONMARK FINANCIAL Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,771 |
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 | $58,919 | $129,227-54.4% | $184,260-68.0% | $77,736-24.2% |
| Participation rate | 89.6% | 87.4%+2.3pp | 86.8%+2.8pp | 70.6%+19.0pp |
| Annual return | 78.16% | 33.24%+44.9pp | 28.84%+49.3pp | 31.26%+46.9pp |
| Employer contribution / active EE | $3,791 | $4,412-14.1% | $6,427-41.0% | $2,728+39.0% |
| Participant deferral / active EE | $6,890 | $7,307-5.7% | $9,133-24.6% | $4,651+48.2% |
| Admin fee / account holder | $187 | $256-26.8% | $13,898-98.7% | $433-56.8% |