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| Provider | Service type | Compensation |
|---|---|---|
FEDERMAN LALLY & REMIS, LLC9+ years Service code 10 231 FARMINGTON AVE · FARMINGTON, CT 06032 | Accounting | $17,000 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $9,752 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $62,022 | $99,168-37.5% | $96,534-35.8% | $74,460-16.7% |
| Participation rate | 97.4% | 80.7%+16.7pp | 76.0%+21.4pp | 70.7%+26.7pp |
| Annual return | 16.14% | 22.40%-6.3pp | 25.88%-9.7pp | 34.38%-18.2pp |
| Employer contribution / active EE | $1,625 | $2,570-36.7% | $2,965-45.2% | $2,638-38.4% |
| Participant deferral / active EE | $4,564 | $4,936-7.5% | $4,851-5.9% | $4,530+0.8% |
| Admin fee / account holder | $63 | $225-72.2% | $8,253-99.2% | $348-82.0% |