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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Service code 99 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Other Fees | $29,437 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,478 |
PASI, LLC1 year Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $10,010 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 16 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Consulting | $1,044 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $110,213 | $55,446+98.8% | $155,574-29.2% | $74,429+48.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.82% | 269.20%-255.4pp | 64.87%-51.0pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $4,787 | $2,266+111.2% | $4,676+2.4% | $2,625+82.4% |
| Participant deferral / active EE | $5,271 | $2,836+85.8% | $5,629-6.4% | $4,348+21.2% |
| Admin fee / account holder | $199 | $1,743-88.6% | $15,914-98.8% | $1,944-89.8% |