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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HOLYOKE HEALTH CENTER INC. Service code 99 230 MAPLE ST · HOLYOKE, MA 01040 | Other Fees | $12,600 |
FORVIS, LLP1 year Service code 10 910 E. ST. LOUIS ST. STE. 400 · SPRINGFIELD, MO 65807 | Accounting | $5,500 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,577 | $47,180-33.1% | $149,723-78.9% | $74,473-57.6% |
| Participation rate | 54.0% | 63.4%-9.4pp | 78.8%-24.8pp | 70.7%-16.7pp |
| Annual return | 18.84% | 22.75%-3.9pp | 134.50%-115.7pp | 34.36%-15.5pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,627 | $2,730-3.8% | $5,682-53.8% | $4,530-42.0% |
| Admin fee / account holder | $47 | $343-86.4% | $13,215-99.6% | $347-86.5% |