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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $110,667 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE WI, WI 532888499 | Advisory (Plan) | $108,193 |
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 | $90,455 | $54,213+66.9% | $93,696-3.5% | $77,736+16.4% |
| Participation rate | 94.6% | 64.0%+30.6pp | 68.7%+25.9pp | 70.6%+24.0pp |
| Annual return | 13.44% | 30.55%-17.1pp | 133.74%-120.3pp | 31.26%-17.8pp |
| Employer contribution / active EE | $1,730 | $1,168+48.1% | $2,422-28.6% | $2,728-36.6% |
| Participant deferral / active EE | $5,552 | $3,145+76.5% | $4,417+25.7% | $4,651+19.4% |
| Admin fee / account holder | $231 | $575-59.8% | $8,287-97.2% | $433-46.7% |