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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Service code 99 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Other Fees | $56,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,318 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC Service code 99 74 BATTERSON PARK RD · FARMINGTON, CT 06032 | Other Fees | $9,142 |
PULLMAN & COMLEY1 year Filed as: PULLMAN & COMLEY LLC Service code 29 850 MAIN ST 8TH FL · BRIDGEPORT, CT 06604 | Legal | $7,618 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $100 |
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 | $167,864 | $36,002+366.3% | $161,489+3.9% | $64,728+159.3% |
| Participation rate | 94.7% | 57.4%+37.2pp | 78.7%+16.0pp | 57.9%+36.8pp |
| Annual return | 17.24% | 33.93%-16.7pp | 89.72%-72.5pp | 49.38%-32.1pp |
| Employer contribution / active EE | $6,529 | $1,380+373.3% | $4,268+53.0% | $2,243+191.1% |
| Participant deferral / active EE | $7,184 | $1,815+295.9% | $5,630+27.6% | $2,729+163.2% |
| Admin fee / account holder | $288 | $931-69.0% | $16,006-98.2% | $1,145-74.8% |