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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 | Shareholder servicing fees; Securitie... | $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 | $38,165+339.8% | $189,758-11.5% | $69,255+142.4% |
| Participation rate | 94.7% | 66.7%+28.0pp | 79.8%+14.9pp | 69.0%+25.6pp |
| Annual return | 17.24% | 14.65%+2.6pp | 52.62%-35.4pp | 26.73%-9.5pp |
| Employer contribution / active EE | $6,529 | $1,589+310.9% | $4,767+37.0% | $2,645+146.8% |
| Participant deferral / active EE | $7,184 | $2,073+246.6% | $5,856+22.7% | $2,890+148.6% |
| Admin fee / account holder | $288 | $714-59.7% | $20,388-98.6% | $733-60.7% |