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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 13 · EIN 84-0467907 | Contract Administrator | $51,219 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $37,450 |
BARTON MINES COMPANY LLC4 years Service code 29 · EIN 14-1798025 | Legal | $6,169 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $732,694-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 9.9%-9.9pp | 7.1%-7.1pp | 9.9%-9.9pp |
| Annual return | -18.36% | -5.25%-13.1pp | -15.18%-3.2pp | -5.25%-13.1pp |
| Employer contribution / active EE | $0 | $15,161-100.0% | $53,321-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $0 | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $0 | $3,859-100.0% |