Filed August 7, 2024
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,926 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $11,765 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,082 | $50,902-86.1% | $155,534-95.4% | $77,736-90.9% |
| Participation rate | 99.3% | 63.1%+36.2pp | 78.2%+21.0pp | 70.6%+28.7pp |
| Annual return | 12.26% | 34.85%-22.6pp | 64.92%-52.7pp | 31.26%-19.0pp |
| Employer contribution / active EE | $1,092 | $1,991-45.2% | $4,675-76.6% | $2,728-60.0% |
| Participant deferral / active EE | $1,101 | $2,824-61.0% | $5,630-80.5% | $4,651-76.3% |
| Admin fee / account holder | $73 | $437-83.4% | $15,900-99.5% | $433-83.2% |