Filed February 19, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $15,652 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $7,893 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,828 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $302 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,679 | $73,360-55.5% | $177,989-81.6% | $74,495-56.1% |
| Participation rate | 86.1% | 66.6%+19.5pp | 77.1%+9.0pp | 67.2%+18.9pp |
| Annual return | 15.86% | 17.49%-1.6pp | 294.48%-278.6pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $680 | $2,216-69.3% | $3,949-82.8% | $2,623-74.1% |
| Participant deferral / active EE | $3,999 | $4,513-11.4% | $6,276-36.3% | $4,346-8.0% |
| Admin fee / account holder | $188 | $1,808-89.6% | $10,363-98.2% | $1,942-90.3% |