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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $374,058 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $75,000 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 10 305 WEST BIG BEAVER ROAD · TROY, MI 48084 | Accounting | $53,000 |
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 | $89,527 | $112,582-20.5% | $105,624-15.2% | $200,096-55.3% |
| Participation rate | 93.8% | 86.3%+7.6pp | 75.3%+18.6pp | 72.0%+21.8pp |
| Annual return | 12.57% | 15.58%-3.0pp | 116.20%-103.6pp | 34.26%-21.7pp |
| Employer contribution / active EE | $1,962 | $4,580-57.2% | $3,168-38.1% | $3,038-35.4% |
| Participant deferral / active EE | $4,542 | $6,655-31.8% | $5,013-9.4% | $5,090-10.8% |
| Admin fee / account holder | $115 | $107+7.7% | $10,961-98.9% | $269-57.2% |