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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NC 08534 | Advisory (Plan) | $25,399 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $8,574 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,015 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,608 |
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 | $54,192 | $55,470-2.3% | $155,556-65.2% | $74,478-27.2% |
| Participation rate | 83.8% | 61.9%+21.9pp | 78.2%+5.6pp | 67.2%+16.6pp |
| Annual return | 12.86% | 269.80%-256.9pp | 64.84%-52.0pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $3,424 | $2,267+51.1% | $4,675-26.8% | $2,626+30.4% |
| Participant deferral / active EE | $4,047 | $2,838+42.6% | $5,631-28.1% | $4,350-7.0% |
| Admin fee / account holder | $286 | $1,744-83.6% | $15,885-98.2% | $1,946-85.3% |