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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 | $44,273 |
EVERHART ADVISORS4 years Filed as: EVERHART FINANCIAL GROUP INC EVERHA Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $30,923 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,478 | $95,417-55.5% | $135,974-68.8% | $74,460-43.0% |
| Participation rate | 91.7% | 78.2%+13.5pp | 81.9%+9.8pp | 70.7%+21.0pp |
| Annual return | 19.18% | 32.76%-13.6pp | 68.30%-49.1pp | 34.38%-15.2pp |
| Employer contribution / active EE | $1,958 | $3,878-49.5% | $4,859-59.7% | $2,638-25.8% |
| Participant deferral / active EE | $3,523 | $7,789-54.8% | $7,760-54.6% | $4,530-22.2% |
| Admin fee / account holder | $180 | $266-32.2% | $10,767-98.3% | $348-48.2% |