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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 | $86,938-6.0% | $102,423-20.2% | $80,925+1.0% |
| Participation rate | 86.4% | 72.4%+14.0pp | 76.5%+9.9pp | 67.7%+18.7pp |
| Annual return | 26.61% | 18.89%+7.7pp | 29.42%-2.8pp | 35.65%-9.0pp |
| Employer contribution / active EE | $10,927 | $2,369+361.2% | $3,023+261.5% | $2,756+296.5% |
| Participant deferral / active EE | $51,248 | $4,120+1143.8% | $5,054+914.0% | $4,299+1092.2% |
| Admin fee / account holder | $118 | $8,053-98.5% | $9,455-98.7% | $6,940-98.3% |