Filed April 15, 2021
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $2,035,155 |
Service code 27 · EIN 23-0731260 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $80,000 |
LBMC, PC1 year Filed as: LBMC PC Service code 10 5250 VIRGINIA WAY · BRENTWOOD, TN 370241869 | Accounting | $14,750 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,596 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
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 | $45,860 | $73,283-37.4% | $155,556-70.5% | $106,553-57.0% |
| Participation rate | 77.4% | 73.3%+4.1pp | 78.2%-0.8pp | 69.8%+7.6pp |
| Annual return | 15.65% | 15.76%-0.1pp | 64.84%-49.2pp | 17.37%-1.7pp |
| Employer contribution / active EE | $710 | $2,241-68.3% | $4,675-84.8% | $3,359-78.8% |
| Participant deferral / active EE | $3,769 | $4,567-17.5% | $5,631-33.1% | $5,562-32.2% |
| Admin fee / account holder | $40 | $56-28.4% | $15,885-99.7% | $80-49.7% |