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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,134 |
BAKER TILLY US, LLP8 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $16,275 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,555 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $46,934 | $54,717-14.2% | $86,216-45.6% | $71,511-34.4% |
| Participation rate | 85.9% | 60.1%+25.8pp | 69.0%+16.9pp | 67.9%+18.0pp |
| Annual return | 13.93% | 20.07%-6.1pp | 1169.42%-1155.5pp | 28.86%-14.9pp |
| Employer contribution / active EE | $1,559 | $1,267+23.0% | $2,382-34.6% | $2,589-39.8% |
| Participant deferral / active EE | $6,292 | $3,110+102.3% | $3,986+57.8% | $4,291+46.6% |
| Admin fee / account holder | $233 | $1,922-87.9% | $6,853-96.6% | $1,588-85.3% |