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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W. MADISON STREET STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $65,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 51 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Mgmt Fees | $58,635 |
Service code 29 · EIN 39-1126909 | Legal | $49,188 |
BENESYS, INC.2 years Service code 13 · EIN 39-1400101 | Contract Administrator | $30,524 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $14,690 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,908 |
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 | $59,369 | $241,850-75.5% | $102,437-42.0% | $200,096-70.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 16.07% | 17.67%-1.6pp | 24.95%-8.9pp | 34.26%-18.2pp |
| Employer contribution / active EE | $2,424 | $4,253-43.0% | $3,871-37.4% | $3,038-20.2% |
| Participant deferral / active EE | $2,237 | $3,961-43.5% | $5,060-55.8% | $5,090-56.0% |
| Admin fee / account holder | $74 | $288-74.2% | $8,388-99.1% | $269-72.4% |