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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORRCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $222,574 |
DEFINITI LLC5 years Service code 13 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $110,205 |
HAPANOWICZ & ASSOCIATES6 years Filed as: HAPANOWICZ & ASSOCIATES FINANCIAL Service code 27 FINANCIAL SERVICES, INC. · PITTSBURGH, PA 15219 | Advisory (Plan) | $44,153 |
LALLY & CO., LLC1 year Filed as: LALLY & CO LLC Service code 10 5700 CORPORATE DR. STE. 800 · PITTSBURGH, PA 15237 | Accounting | $15,601 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,397 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,442 | $31,741-82.9% | $56,033-90.3% | $199,960-97.3% |
| Participation rate | 81.9% | 32.3%+49.6pp | 52.5%+29.4pp | 72.0%+9.9pp |
| Annual return | 12.50% | 14.72%-2.2pp | 1711.38%-1698.9pp | 34.28%-21.8pp |
| Employer contribution / active EE | $96 | $508-81.0% | $1,041-90.7% | $3,036-96.8% |
| Participant deferral / active EE | $621 | $1,184-47.6% | $1,954-68.2% | $5,087-87.8% |
| Admin fee / account holder | $81 | $426-81.1% | $2,827-97.1% | $269-70.0% |