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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $65,720 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $31,569 |
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 | $132,237 | $99,201+33.3% | $96,544+37.0% | $74,473+77.6% |
| Participation rate | 78.0% | 80.7%-2.6pp | 76.0%+2.1pp | 70.7%+7.3pp |
| Annual return | 16.14% | 22.40%-6.3pp | 25.88%-9.7pp | 34.36%-18.2pp |
| Employer contribution / active EE | $4,933 | $2,570+92.0% | $2,966+66.3% | $2,638+87.0% |
| Participant deferral / active EE | $8,210 | $4,938+66.3% | $4,851+69.2% | $4,530+81.2% |
| Admin fee / account holder | $298 | $225+32.3% | $8,254-96.4% | $347-14.3% |