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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GUTHRIE BELCZYK & ASSOCIATES PC Service code 10 1024 RT 519 STE 200 · EIGHTY FOUR, PA 15330 | Accounting | $19,900 |
KNAPP8 years Service code 27 725 14TH ST · OAKMONT, PA 15139 | Advisory (Plan) | $9,348 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,918 | $59,006-67.9% | $97,260-80.5% | $74,459-74.6% |
| Participation rate | 47.9% | 63.7%-15.8pp | 72.7%-24.7pp | 67.2%-19.3pp |
| Annual return | 15.02% | 16.04%-1.0pp | 75.54%-60.5pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $275 | $1,894-85.5% | $2,721-89.9% | $2,626-89.5% |
| Participant deferral / active EE | $1,573 | $3,671-57.1% | $4,262-63.1% | $4,350-63.8% |
| Admin fee / account holder | $135 | $1,974-93.1% | $5,640-97.6% | $1,945-93.0% |