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| Provider | Service type | Compensation |
|---|---|---|
PREMIER PLAN CONSULTANTS2 years Service code 13 6215 FERRIS SQUARE · SAN DIEGO, CA 92121 | Contract Administrator | $28,694 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,820 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,447 |
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 | $81,749 | $86,919-5.9% | $102,457-20.2% | $80,911+1.0% |
| Participation rate | 86.4% | 72.4%+14.0pp | 76.5%+9.9pp | 67.6%+18.7pp |
| Annual return | 26.61% | 18.90%+7.7pp | 29.41%-2.8pp | 35.63%-9.0pp |
| Employer contribution / active EE | $10,927 | $2,368+361.4% | $3,022+261.6% | $2,756+296.5% |
| Participant deferral / active EE | $51,248 | $4,119+1144.1% | $5,054+914.0% | $4,297+1092.6% |
| Admin fee / account holder | $118 | $8,049-98.5% | $9,451-98.7% | $6,935-98.3% |