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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 | $21,197 |
FEDERMAN LALLY & REMIS, LLC8+ years Service code 10 231 FARMINGTON AVE · FARMINGTON, CT 06032 | Accounting | $17,000 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $9,733 |
TD AMERITRADE, INC.7 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $47,123 | $72,303-34.8% | $86,698-45.6% | $64,819-27.3% |
| Participation rate | 97.5% | 80.4%+17.1pp | 76.6%+20.9pp | 71.5%+26.1pp |
| Annual return | -15.23% | 392.77%-408.0pp | 35.95%-51.2pp | 32.84%-48.1pp |
| Employer contribution / active EE | $1,410 | $2,393-41.1% | $2,837-50.3% | $2,507-43.8% |
| Participant deferral / active EE | $4,053 | $4,660-13.0% | $4,656-13.0% | $4,311-6.0% |
| Admin fee / account holder | $147 | $174-15.5% | $7,493-98.0% | $188-21.7% |