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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,438 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $9,678 |
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS, INC Service code 13 6215 FERRIS SQUARE, SUITE 201 · SAN DIEGO, CA 92121 | Contract Administrator | $8,072 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $290 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $223 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,446 | $49,976-51.1% | $66,674-63.3% | $82,637-70.4% |
| Participation rate | 76.5% | 63.1%+13.4pp | 73.7%+2.8pp | 68.1%+8.4pp |
| Annual return | 19.94% | 39.09%-19.2pp | 321.24%-301.3pp | 53.51%-33.6pp |
| Employer contribution / active EE | $2,679 | $1,988+34.7% | $2,620+2.2% | $2,552+5.0% |
| Participant deferral / active EE | $5,089 | $2,847+78.8% | $4,084+24.6% | $4,126+23.3% |
| Admin fee / account holder | $258 | $4,594-94.4% | $5,098-94.9% | $7,339-96.5% |