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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERIOA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILAGE, CO 80111 | Recordkeeping Fees | $70,760 |
COASTAL PENSION SERVICES6 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MA 21046 | Contract Administrator | $32,984 |
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $29,858 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,227 |
COASTAL PENSION SERVICES1 year Service code 13 | Contract Administrator | $10,000 |
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 | $38,702 | $106,110-63.5% | $147,005-73.7% | $77,671-50.2% |
| Participation rate | 93.6% | 78.4%+15.2pp | 82.2%+11.5pp | 70.6%+23.0pp |
| Annual return | 18.90% | 56.77%-37.9pp | 418.76%-399.9pp | 31.21%-12.3pp |
| Employer contribution / active EE | $2,701 | $4,065-33.6% | $4,934-45.3% | $2,726-1.0% |
| Participant deferral / active EE | $8,307 | $7,992+4.0% | $8,070+2.9% | $4,648+78.7% |
| Admin fee / account holder | $219 | $338-35.2% | $13,006-98.3% | $430-49.2% |