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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $1,112,957 |
FIDUCIENT ADVISORS LLC2 years Service code 28 · EIN 36-4001764 | Investment Management | $128,862 |
RSM US LLP8+ years Service code 10 · EIN 84-1532243 | Accounting | $13,650 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY EASTERN STATES IN Service code 26 · EIN 13-1835864 | Advisory (Participants) | $12,500 |
MERCER2 years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $5,350 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $2,674 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
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 | $85,835 | $83,057+3.3% | $143,801-40.3% | $89,433-4.0% |
| Participation rate | 94.0% | 74.0%+19.9pp | 80.3%+13.7pp | 71.3%+22.7pp |
| Annual return | -16.17% | -13.97%-2.2pp | -0.04%-16.1pp | -11.88%-4.3pp |
| Employer contribution / active EE | $3,183 | $2,095+51.9% | $4,952-35.7% | $3,021+5.4% |
| Participant deferral / active EE | $5,923 | $4,281+38.4% | $5,639+5.0% | $5,125+15.6% |
| Admin fee / account holder | $67 | $83-18.7% | $14,680-99.5% | $79-15.0% |