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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,872 |
NFP RETIREMENT INC2 years Service code 55 28601 CHAGRIN BLVD #550 · CLEVELAND, OH 44122 | Other Commissions | $19,852 |
Employer 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 | $35,599 | $65,125-45.3% | $143,797-75.2% | $66,949-46.8% |
| Participation rate | 85.0% | 65.2%+19.8pp | 80.3%+4.7pp | 69.8%+15.2pp |
| Annual return | -13.42% | -11.13%-2.3pp | -0.04%-13.4pp | 1.57%-15.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,877 | $2,920-1.5% | $5,638-49.0% | $4,239-32.1% |
| Admin fee / account holder | $221 | $503-56.0% | $14,679-98.5% | $594-62.7% |