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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,176 |
DENALI WEALTH MANAGEMENT9+ years Service code 27 1325 W TOWNE SQUARE RD · MEQUON, WI 53092 | Advisory (Plan) | $17,311 |
BLUE CHIP RETIREMENT PLANS, INC.9+ years Service code 13 6737 W WASHINGTON · MILWAUKEE, WI 53214 | Contract Administrator | $13,750 |
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 | $98,134 | $83,045+18.2% | $130,045-24.5% | $71,511+37.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 15.74% | 20.61%-4.9pp | -137.30%+153.0pp | 28.86%-13.1pp |
| Employer contribution / active EE | $3,119 | $2,623+18.9% | $4,321-27.8% | $2,589+20.5% |
| Participant deferral / active EE | $5,661 | $4,436+27.6% | $5,820-2.7% | $4,291+31.9% |
| Admin fee / account holder | $294 | $1,727-83.0% | $10,600-97.2% | $1,588-81.5% |