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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 | $44,681 |
BFSG LLC3 years Service code 99 2040 MAIN ST STE 720 · IRVINE, CA 92614 | Other Fees | $25,000 |
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 | $115,177 | $62,688+83.7% | $178,528-35.5% | $77,714+48.2% |
| Participation rate | 99.4% | 66.9%+32.5pp | 77.1%+22.3pp | 70.6%+28.8pp |
| Annual return | 15.00% | 16.16%-1.2pp | 27.11%-12.1pp | 31.26%-16.3pp |
| Employer contribution / active EE | $1,843 | $1,912-3.6% | $3,950-53.3% | $2,727-32.4% |
| Participant deferral / active EE | $6,655 | $4,224+57.6% | $6,278+6.0% | $4,649+43.2% |
| Admin fee / account holder | $138 | $386-64.3% | $10,419-98.7% | $433-68.2% |