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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 | $207,531 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $91,423 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $75,386 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,954 |
FORVIS, LLP1 year Filed as: WEISER LLP Service code 99 60 CROSSWAYS PARK DR W STE 301 · WOODBURY, NY 117979816 | Other Fees | $27,508 |
Filed as: THE HOWARD E NYHART CO INC Service code 99 8415 ALLISON POINTE BLVD · INDIANAPOLIS, IN 46250 | Other Fees | $4,581 |
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 | $27,405 | $59,016-53.6% | $88,179-68.9% | $100,573-72.8% |
| Participation rate | 94.5% | 28.1%+66.4pp | 69.1%+25.3pp | 70.9%+23.5pp |
| Annual return | 6.02% | 14.54%-8.5pp | 64.97%-59.0pp | 18.89%-12.9pp |
| Employer contribution / active EE | $438 | $1,685-74.0% | $2,549-82.8% | $3,763-88.4% |
| Participant deferral / active EE | $3,683 | $1,701+116.5% | $4,614-20.2% | $4,921-25.2% |
| Admin fee / account holder | $86 | $3,465-97.5% | $7,673-98.9% | $454-81.1% |