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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,608 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $17,287 |
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 | $132,889 | $55,446+139.7% | $155,574-14.6% | $74,429+78.5% |
| Participation rate | 98.6% | 61.9%+36.7pp | 78.2%+20.4pp | 67.2%+31.4pp |
| Annual return | 14.43% | 269.20%-254.8pp | 64.87%-50.4pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $3,571 | $2,266+57.6% | $4,676-23.6% | $2,625+36.1% |
| Participant deferral / active EE | $5,818 | $2,836+105.2% | $5,629+3.4% | $4,348+33.8% |
| Admin fee / account holder | $128 | $1,743-92.6% | $15,914-99.2% | $1,944-93.4% |