Filed December 10, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 17 · EIN 84-0467907 | Pension Consulting | $325,882 |
OGLETREE DEAKINS1 year Filed as: OGLETREE, DEAKINS, NASH, SMOAK Service code 29 · EIN 57-1044820 | Legal | $69,083 |
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS, INC. Service code 17 · EIN 47-3313152 | Pension Consulting | $40,000 |
CAPFINANCIAL PARTNERS LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,500 |
JACOBY AND HANDLEY, PLLC1 year Service code 10 · EIN 87-2253324 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | -11.16% | 3.70%-14.9pp | 7.69%-18.9pp | 24.44%-35.6pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |