Filed July 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $107,757 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $49,632 |
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $26,250 |
TBS AGENCY INC3 years Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $18,215 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $17,476 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $70 |
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 | $135,609 | $2,703,213-95.0% | $165,100-17.9% | $200,096-32.2% |
| Participation rate | 96.9% | 78.4%+18.5pp | 78.6%+18.3pp | 72.0%+24.9pp |
| Annual return | 14.03% | 17.97%-3.9pp | 70.21%-56.2pp | 34.26%-20.2pp |
| Employer contribution / active EE | $3,569 | $2,973+20.1% | $4,348-17.9% | $3,038+17.5% |
| Participant deferral / active EE | $7,499 | $5,021+49.4% | $6,035+24.3% | $5,090+47.3% |
| Admin fee / account holder | $104 | $1,999-94.8% | $12,696-99.2% | $269-61.3% |