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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 | $55,472+139.6% | $155,567-14.6% | $74,546+78.3% |
| Participation rate | 98.6% | 61.9%+36.7pp | 78.2%+20.4pp | 67.2%+31.4pp |
| Annual return | 14.43% | 268.72%-254.3pp | 64.74%-50.3pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $3,571 | $2,269+57.4% | $4,674-23.6% | $2,624+36.1% |
| Participant deferral / active EE | $5,818 | $2,838+105.0% | $5,628+3.4% | $4,347+33.8% |
| Admin fee / account holder | $128 | $1,743-92.6% | $15,916-99.2% | $1,944-93.4% |