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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 | $106,247+12.0% | $147,096-19.1% | $77,714+53.1% |
| Participation rate | 87.2% | 78.4%+8.8pp | 82.2%+5.0pp | 70.6%+16.6pp |
| Annual return | 238.19% | 56.87%+181.3pp | 419.75%-181.6pp | 31.26%+206.9pp |
| Employer contribution / active EE | $20,290 | $4,069+398.6% | $4,936+311.1% | $2,727+644.1% |
| Participant deferral / active EE | $12,066 | $7,996+50.9% | $8,071+49.5% | $4,649+159.5% |
| Admin fee / account holder | $156 | $338-53.9% | $13,005-98.8% | $433-64.0% |