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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $67,478 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,449 |
COASTAL PENSION SERVICES5 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 · EIN 52-1053785 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Contract Administrator | $27,490 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,726 |
Service code 49 · EIN 13-4238973 | Other Services | $2,575 |
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 | $118,955 | $106,264+11.9% | $147,117-19.1% | $77,762+53.0% |
| Participation rate | 87.2% | 78.4%+8.8pp | 82.2%+5.0pp | 70.6%+16.6pp |
| Annual return | 238.19% | 56.94%+181.3pp | 420.54%-182.3pp | 31.27%+206.9pp |
| Employer contribution / active EE | $20,290 | $4,074+398.1% | $4,932+311.4% | $2,728+643.8% |
| Participant deferral / active EE | $12,066 | $8,003+50.8% | $8,065+49.6% | $4,651+159.4% |
| Admin fee / account holder | $156 | $334-53.3% | $12,993-98.8% | $433-64.0% |