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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $17,405 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 13 | Contract Administrator | $4,027 |
INTAC ACTUARIAL SERVICES3 years Service code 13 · EIN 22-2446239 | Contract Administrator | $525 |
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 | $80,375 | $65,083+23.5% | $143,788-44.1% | $66,930+20.1% |
| Participation rate | 78.4% | 65.2%+13.2pp | 80.3%-1.9pp | 69.8%+8.6pp |
| Annual return | -15.10% | -11.13%-4.0pp | -0.03%-15.1pp | 1.57%-16.7pp |
| Employer contribution / active EE | $2,853 | $2,361+20.8% | $4,952-42.4% | $2,545+12.1% |
| Participant deferral / active EE | $5,845 | $2,920+100.2% | $5,638+3.7% | $4,238+37.9% |
| Admin fee / account holder | $174 | $502-65.4% | $14,675-98.8% | $593-70.7% |