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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE BENEFITS RESOURCES, LLC Service code 13 | Contract Administrator | $2,560 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,530 |
EMPLOYEE BENEFITS GROUP, LLC5 years Service code 13 · EIN 73-1554797 | Contract Administrator | $0 |
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 | $38,216 | $65,306-41.5% | $238,191-84.0% | $65,306-41.5% |
| Participation rate | 100.0% | 57.7%+42.3pp | 77.1%+22.9pp | 57.7%+42.3pp |
| Annual return | 18.23% | 21.94%-3.7pp | 13.02%+5.2pp | 21.94%-3.7pp |
| Employer contribution / active EE | $2,061 | $1,967+4.8% | $5,082-59.4% | $1,967+4.8% |
| Participant deferral / active EE | $5,968 | $2,959+101.7% | $6,726-11.3% | $2,959+101.7% |
| Admin fee / account holder | $0 | $3,480-100.0% | $34,582-100.0% | $3,480-100.0% |