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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 COMPANY OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,479 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · SPRINFIELD, MA 011029500 | Other Commissions | $39,299 |
Filed as: ALLIANT INSURANCE SERVICESINC DBA Service code 13 | Contract Administrator | $9,166 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,642 |
Filed as: ALLIANT INSURANCE SERVICES Service code 13 | Contract Administrator | $2,780 |
Service code 13 2275 SILAS DEANE HIGHWAY · ROCKY HILL, CT 060672329 | Contract Administrator | $416 |
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 | $53,267 | $47,766+11.5% | $82,763-35.6% | $64,824-17.8% |
| Participation rate | 77.4% | 67.7%+9.7pp | 72.6%+4.8pp | 71.5%+5.9pp |
| Annual return | -13.88% | -13.06%-0.8pp | 702.45%-716.3pp | 32.84%-46.7pp |
| Employer contribution / active EE | $3,970 | $2,182+82.0% | $3,008+32.0% | $2,507+58.4% |
| Participant deferral / active EE | $7,330 | $3,332+120.0% | $4,395+66.8% | $4,311+70.0% |
| Admin fee / account holder | $260 | $143+81.8% | $5,325-95.1% | $188+38.3% |