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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $112,554 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $97,288 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $76,977 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 17335 GOLF PKWY STE 500 · BROOKFIELD, WI 530451128 | Accounting | $6,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,137 | $110,258+62.5% | $102,460+74.8% | $200,096-10.5% |
| Participation rate | 96.3% | 86.3%+10.0pp | 76.5%+19.8pp | 72.0%+24.3pp |
| Annual return | 13.98% | 35.78%-21.8pp | 29.47%-15.5pp | 34.26%-20.3pp |
| Employer contribution / active EE | $3,349 | $3,605-7.1% | $3,025+10.7% | $3,038+10.3% |
| Participant deferral / active EE | $7,457 | $6,377+16.9% | $5,056+47.5% | $5,090+46.5% |
| Admin fee / account holder | $190 | $122+55.5% | $9,460-98.0% | $269-29.4% |