Filed June 1, 2026 (most recent of 5 filings on file)
Total covered: 54 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $105,738 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $50,000 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $6,635 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $128,161 | $84,784+51.2% | $98,439+30.2% | $74,419+72.2% |
| Participation rate | 98.3% | 81.5%+16.8pp | 75.2%+23.1pp | 70.7%+27.6pp |
| Annual return | 15.02% | 20.59%-5.6pp | 21.16%-6.1pp | 34.38%-19.4pp |
| Employer contribution / active EE | $2,911 | $3,364-13.5% | $3,048-4.5% | $2,637+10.4% |
| Participant deferral / active EE | $6,772 | $5,218+29.8% | $4,738+42.9% | $4,528+49.6% |
| Admin fee / account holder | $168 | $204-17.9% | $8,948-98.1% | $348-51.7% |