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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE4 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $1,475 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $644 |
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 | $21,037 | $65,125-67.7% | $143,797-85.4% | $66,949-68.6% |
| Participation rate | 99.5% | 65.2%+34.3pp | 80.3%+19.2pp | 69.8%+29.7pp |
| Annual return | -15.56% | -11.13%-4.4pp | -0.04%-15.5pp | 1.57%-17.1pp |
| Employer contribution / active EE | $4,167 | $2,362+76.4% | $4,952-15.9% | $2,545+63.7% |
| Participant deferral / active EE | $5,558 | $2,920+90.3% | $5,638-1.4% | $4,239+31.1% |
| Admin fee / account holder | $6 | $503-98.7% | $14,679-100.0% | $594-98.9% |