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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 | $261,016 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $45,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,796 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 3900 KEY CENTER · CLEVELAND, OH 441141291 | Legal | $4,748 |
Filed as: THE HOWARD E NYHART CO INC Service code 13 8415 ALLISON POINTE BLVD · INDIANAPOLIS, IN 46250 | Contract Administrator | $1,848 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,351 | $44,898-36.9% | $85,187-66.7% | $199,960-85.8% |
| Participation rate | 94.5% | 45.7%+48.7pp | 67.5%+26.9pp | 72.0%+22.5pp |
| Annual return | 21.25% | 20.98%+0.3pp | 66.67%-45.4pp | 34.28%-13.0pp |
| Employer contribution / active EE | $430 | $1,367-68.5% | $2,732-84.3% | $3,036-85.8% |
| Participant deferral / active EE | $3,779 | $2,670+41.5% | $4,525-16.5% | $5,087-25.7% |
| Admin fee / account holder | $66 | $585-88.7% | $6,162-98.9% | $269-75.5% |