Filed November 27, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,139 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,649 | $69,823-33.2% | $77,163-39.5% | $74,419-37.3% |
| Participation rate | 96.2% | 70.0%+26.2pp | 69.6%+26.6pp | 70.7%+25.4pp |
| Annual return | 17.57% | 19.98%-2.4pp | 37.87%-20.3pp | 34.38%-16.8pp |
| Employer contribution / active EE | $1,722 | $2,150-19.9% | $2,535-32.1% | $2,637-34.7% |
| Participant deferral / active EE | $5,081 | $3,558+42.8% | $3,833+32.5% | $4,528+12.2% |
| Admin fee / account holder | $54 | $398-86.5% | $5,472-99.0% | $348-84.5% |