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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 | $28,125 |
MAHONEY SABOL1 year Filed as: MAHONEY SABOL AND COMPANY LLC Service code 10 180 GLASTONBURY BLVD STE 400 · GLASTONBURY, CT 06033 | Accounting | $19,875 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $11,007 |
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 | $71,283 | $89,123-20.0% | $102,460-30.4% | $77,762-8.3% |
| Participation rate | 97.5% | 80.9%+16.6pp | 76.5%+21.0pp | 70.6%+26.9pp |
| Annual return | 14.44% | 25.05%-10.6pp | 29.47%-15.0pp | 31.27%-16.8pp |
| Employer contribution / active EE | $1,404 | $2,700-48.0% | $3,025-53.6% | $2,728-48.5% |
| Participant deferral / active EE | $4,616 | $5,148-10.3% | $5,056-8.7% | $4,651-0.8% |
| Admin fee / account holder | $68 | $236-71.2% | $9,460-99.3% | $433-84.3% |