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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 702 A BARRET BLVD · HENDERSEN, KY 42420 | Contract Administrator | $8,208 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,317 |
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 | $100,809 | $88,186+14.3% | $165,071-38.9% | $74,459+35.4% |
| Participation rate | 78.2% | 73.1%+5.1pp | 78.6%-0.4pp | 67.2%+11.0pp |
| Annual return | 18.88% | 17.13%+1.8pp | 70.17%-51.3pp | 1369.70%-1350.8pp |
| Employer contribution / active EE | $3,678 | $2,600+41.4% | $4,347-15.4% | $2,626+40.1% |
| Participant deferral / active EE | $7,471 | $4,505+65.8% | $6,035+23.8% | $4,350+71.8% |
| Admin fee / account holder | $19 | $2,234-99.2% | $12,695-99.9% | $1,945-99.0% |