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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $24,938 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,893 |
VESTGEN ADVISORS LLC1 year Service code 27 1 N FRANKLIN ST STE 1850 · CHICAGO, IL 60606 | Advisory (Plan) | $5,528 |
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $68 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,414 | $45,343-13.1% | $150,298-73.8% | $67,986-42.0% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 18.33% | 33.28%-14.9pp | 62.79%-44.5pp | 31.67%-13.3pp |
| Employer contribution / active EE | $1,408 | $1,462-3.7% | $4,154-66.1% | $2,019-30.3% |
| Participant deferral / active EE | $4,560 | $2,055+121.9% | $5,453-16.4% | $3,358+35.8% |
| Admin fee / account holder | $182 | $2,250-91.9% | $14,116-98.7% | $3,203-94.3% |