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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $152,411 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $71,236 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,667 |
Filed as: ATLANTIC PENSION SERVICE Service code 13 · EIN 23-2942715 | Contract Administrator | $13,687 |
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 | $52,615 | $107,415-51.0% | $135,974-61.3% | $80,157-34.4% |
| Participation rate | 86.8% | 78.0%+8.7pp | 81.9%+4.9pp | 72.9%+13.8pp |
| Annual return | 42.41% | 91.99%-49.6pp | 68.30%-25.9pp | 40.39%+2.0pp |
| Employer contribution / active EE | $3,920 | $3,878+1.1% | $4,859-19.3% | $2,977+31.6% |
| Participant deferral / active EE | $7,695 | $8,189-6.0% | $7,760-0.8% | $5,015+53.4% |
| Admin fee / account holder | $205 | $127+61.6% | $10,767-98.1% | $145+41.6% |