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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $216,670 |
MERCER1+ years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $185,433 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSONALLEN, LLP Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $79,800 |
UHY LLP1+ years Filed as: UHY ADVISORS MI INC Service code 10 12900 HALL RD STE 510 · STERLING HEIGHTS, MI 48313 | Accounting | $18,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,266 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,571 | $44,626-11.3% | $86,235-54.1% | $80,169-50.6% |
| Participation rate | 90.1% | 63.5%+26.5pp | 69.0%+21.1pp | 72.9%+17.1pp |
| Annual return | 10.27% | 19.61%-9.3pp | 1170.03%-1159.8pp | 40.39%-30.1pp |
| Employer contribution / active EE | $1,932 | $1,099+75.8% | $2,381-18.9% | $2,978-35.1% |
| Participant deferral / active EE | $3,162 | $2,769+14.2% | $3,987-20.7% | $5,016-37.0% |
| Admin fee / account holder | $77 | $133-42.4% | $6,856-98.9% | $145-47.1% |