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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $868,603 |
CAPFINANCIAL PARTNERS LLC6 years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $437,805 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $405,250 |
GRAY, GRAY & GRAY6 years Filed as: GRAY GRAY & GRAY LLP Service code 10 34 SOUTHWEST PARK · WESTWOOD, MA 02090 | Accounting | $41,355 |
HAM, LANGSTON & BREZINA, LLP2 years Filed as: HAM LANGSTON & BREZINA LLP Service code 10 11550 FUQUA STE 475 · HOUSTON, TX 77034 | Accounting | $26,780 |
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 | $52,392 | $96,393-45.6% | $112,504-53.4% | $96,393-45.6% |
| Participation rate | 93.0% | 71.3%+21.7pp | 80.6%+12.4pp | 71.3%+21.7pp |
| Annual return | 20.28% | 22.88%-2.6pp | 34.13%-13.9pp | 22.88%-2.6pp |
| Employer contribution / active EE | $1,578 | $3,239-51.3% | $4,571-65.5% | $3,239-51.3% |
| Participant deferral / active EE | $4,434 | $5,455-18.7% | $6,522-32.0% | $5,455-18.7% |
| Admin fee / account holder | $87 | $74+17.2% | $7,048-98.8% | $74+17.2% |