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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,556 |
JOHN VISCONTI1 year Filed as: VISCONTI AND ASSOCIATES PC Service code 10 444 FOXON RD · EAST HAVEN, CT 065132037 | Accounting | $750 |
Filed as: MERRILL LYNCH,PIERCE,FENNER + SMITH Service code 59 250 VESEY ST · NEW YORK, NY 10281 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,735 | $69,511+79.4% | $94,672+31.8% | $71,529+74.4% |
| Participation rate | 83.8% | 78.4%+5.3pp | 80.8%+2.9pp | 67.9%+15.8pp |
| Annual return | 15.79% | 29.67%-13.9pp | 156.89%-141.1pp | 28.97%-13.2pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $6,023 | $7,348-18.0% | $7,417-18.8% | $4,291+40.3% |
| Admin fee / account holder | $172 | $1,211-85.8% | $7,222-97.6% | $1,588-89.2% |