Filed January 23, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $304,604 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $235,029 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 6300 S SYRACUSE WAY · CONTENNIAL, CO 80111 | Consulting | $73,291 |
ICEMILLER2 years Service code 27 200 W MADISON STREET · CHICAGO, IL 60606 | Advisory (Plan) | $45,227 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $15,856 |
Filed as: P&M HOLDING GROUP LLP Service code 29 16060 COLLECTIONS CENTER DR · CHICAGO, IL 60693 | Legal | $12,044 |
QDRO CONSULTANTS COMPANY, LLC5+ years Service code 16 3071 PEARL RD · MEDINA, OH 44256 | Consulting | $3,300 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,317 | $125,029-44.6% | $90,767-23.6% | $78,104-11.3% |
| Participation rate | 88.3% | 93.0%-4.6pp | 75.7%+12.6pp | 74.5%+13.8pp |
| Annual return | -15.87% | -14.80%-1.1pp | -12.16%-3.7pp | 10.90%-26.8pp |
| Employer contribution / active EE | $2,411 | $4,916-50.9% | $2,922-17.5% | $3,128-22.9% |
| Participant deferral / active EE | $3,747 | $7,684-51.2% | $4,565-17.9% | $5,089-26.4% |
| Admin fee / account holder | $77 | $56+38.7% | $8,445-99.1% | $79-2.0% |