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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $119,947 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $53,240 |
Service code 99 47774 W ANCHOR CT · PLYMOUTH, MI 48170 | Other Fees | $33,449 |
SIKICH LLP6 years Service code 10 P O BOX 71177 · CHICAGO, IL 60694 | Accounting | $26,481 |
KATZ, SAPPER & MILLER1 year Filed as: KSM BUSINESS SERVICES INC Service code 13 800 E. 96TH STREET · INDIANAPOLIS, IN 46240 | Contract Administrator | $22,500 |
Service code 16 · EIN 34-1820650 | Consulting | $1,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,822 | $76,172+44.2% | $81,286+35.1% | $199,921-45.1% |
| Participation rate | 79.0% | 76.2%+2.8pp | 69.5%+9.5pp | 72.0%+7.0pp |
| Annual return | 12.95% | 15.59%-2.6pp | 24.80%-11.8pp | 34.28%-21.3pp |
| Employer contribution / active EE | $4,256 | $2,800+52.0% | $2,463+72.8% | $3,035+40.2% |
| Participant deferral / active EE | $4,691 | $4,200+11.7% | $3,883+20.8% | $5,089-7.8% |
| Admin fee / account holder | $83 | $146-43.0% | $5,764-98.6% | $269-69.1% |