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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 | $65,718 |
Filed as: ALERA GROUP DBA ALERA INVESTMENT AD Service code 27 THREE PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $25,000 |
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 | $38,321 | $86,897-55.9% | $151,639-74.7% | $64,819-40.9% |
| Participation rate | 94.6% | 87.3%+7.3pp | 87.5%+7.1pp | 71.5%+23.1pp |
| Annual return | -15.23% | -3.57%-11.7pp | 3.34%-18.6pp | 32.84%-48.1pp |
| Employer contribution / active EE | $3,019 | $4,010-24.7% | $6,165-51.0% | $2,507+20.4% |
| Participant deferral / active EE | $7,653 | $6,690+14.4% | $8,363-8.5% | $4,311+77.5% |
| Admin fee / account holder | $204 | $153+33.2% | $11,613-98.2% | $188+8.4% |