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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $132,423 |
Service code 99 47774 W ANCHOR CT · PLYMOUTH, MI 48170 | Other Fees | $46,231 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $36,809 |
SIKICH LLP5 years Service code 10 · EIN 36-3168081 | Accounting | $25,722 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 6300 S SYRACUSE WAY · CONTENNIAL, CO 80111 | Consulting | $0 |
ICEMILLER3 years Service code 27 200 W MADISON STREET · PLYMOUTH, IL 60606 | Advisory (Plan) | $0 |
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 | $100,610 | $73,034+37.8% | $76,872+30.9% | $80,157+25.5% |
| Participation rate | 91.5% | 78.1%+13.4pp | 69.6%+21.9pp | 72.9%+18.6pp |
| Annual return | 23.72% | 18.56%+5.2pp | 37.90%-14.2pp | 40.39%-16.7pp |
| Employer contribution / active EE | $4,447 | $2,779+60.0% | $2,533+75.5% | $2,977+49.3% |
| Participant deferral / active EE | $4,980 | $4,140+20.3% | $3,832+30.0% | $5,015-0.7% |
| Admin fee / account holder | $79 | $104-24.0% | $5,476-98.6% | $145-45.7% |