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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 | $337,738 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $25,875 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,298 | $53,204+103.6% | $155,556-30.4% | $200,096-45.9% |
| Participation rate | 92.7% | 64.1%+28.6pp | 78.2%+14.5pp | 72.0%+20.7pp |
| Annual return | 10.11% | 41.02%-30.9pp | 64.84%-54.7pp | 34.26%-24.2pp |
| Employer contribution / active EE | $3,645 | $1,850+97.0% | $4,675-22.0% | $3,038+20.0% |
| Participant deferral / active EE | $5,540 | $3,163+75.1% | $5,631-1.6% | $5,090+8.8% |
| Admin fee / account holder | $175 | $186-5.7% | $15,885-98.9% | $269-34.9% |