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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $168,791 |
OPPENHEIMER5 years Filed as: OPPENHEIMER & CO INC Service code 27 85 BROAD ST · NEW YORK, NY 10004 | Advisory (Plan) | $57,773 |
CROWE LLP6 years Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 46601 | Accounting | $13,947 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,266 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,632 | $112,582-49.7% | $105,608-46.4% | $199,921-71.7% |
| Participation rate | 78.4% | 86.3%-7.9pp | 75.3%+3.1pp | 72.0%+6.4pp |
| Annual return | 9.52% | 15.58%-6.1pp | 116.50%-107.0pp | 34.28%-24.8pp |
| Employer contribution / active EE | $560 | $4,580-87.8% | $3,167-82.3% | $3,035-81.5% |
| Participant deferral / active EE | $3,697 | $6,655-44.4% | $5,010-26.2% | $5,089-27.3% |
| Admin fee / account holder | $169 | $107+58.2% | $11,028-98.5% | $269-37.2% |