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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 | $15,261 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: REA & ASSOCIATES Service code 13 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Contract Administrator | $12,675 |
Filed as: ENVESTNET RETIREMENT SOLITIONS Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,968 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,453 | $88,117+18.5% | $164,928-36.7% | $74,400+40.4% |
| Participation rate | 97.6% | 73.1%+24.5pp | 78.6%+19.0pp | 67.2%+30.4pp |
| Annual return | 16.85% | 17.27%-0.4pp | 70.08%-53.2pp | 1367.51%-1350.7pp |
| Employer contribution / active EE | $4,019 | $2,596+54.8% | $4,343-7.5% | $2,624+53.1% |
| Participant deferral / active EE | $8,733 | $4,501+94.0% | $6,034+44.7% | $4,348+100.8% |
| Admin fee / account holder | $165 | $2,230-92.6% | $12,684-98.7% | $1,944-91.5% |