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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE Service code 21 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Bank Trustee | $40,887 |
Service code 29 · EIN 39-1126909 | Legal | $29,664 |
BENESYS, INC.1 year Service code 13 · EIN 39-1400101 | Contract Administrator | $18,916 |
PENSION ASSURANCE LLP4 years Filed as: PENSION GROUP FINANCIAL GROUP LLC Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $15,763 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $13,156 |
THE PREVIANT LAW FIRM, S.C.6 years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $8,619 |
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 | $31,516 | $69,255-54.5% | $256,809-87.7% | $69,255-54.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 88.5%+11.5pp | 69.0%+31.0pp |
| Annual return | 9.28% | 26.73%-17.4pp | 32.73%-23.4pp | 26.73%-17.4pp |
| Employer contribution / active EE | $0 | $2,645-100.0% | $7,263-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $1,723 | $2,890-40.4% | $9,520-81.9% | $2,890-40.4% |
| Admin fee / account holder | $171 | $733-76.6% | $25,146-99.3% | $733-76.6% |