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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 | $69,257 |
Filed as: JOHN HANCOCK USA Service code 15 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,970 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
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 | $66,534 | $103,918-36.0% | $94,672-29.7% | $80,169-17.0% |
| Participation rate | 85.4% | 85.8%-0.4pp | 80.8%+4.6pp | 72.9%+12.5pp |
| Annual return | 493.20% | 27.77%+465.4pp | 156.89%+336.3pp | 40.39%+452.8pp |
| Employer contribution / active EE | $4,060 | $3,539+14.7% | $3,673+10.5% | $2,978+36.3% |
| Participant deferral / active EE | $8,922 | $9,528-6.4% | $7,417+20.3% | $5,016+77.9% |
| Admin fee / account holder | $58 | $96-39.4% | $7,222-99.2% | $145-59.7% |