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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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $120,072-73.8% | $199,883-84.2% | $71,012-55.6% |
| Participation rate | 100.0% | 88.3%+11.7pp | 86.8%+13.2pp | 58.6%+41.4pp |
| Annual return | 9.28% | 28.85%-19.6pp | 43.81%-34.5pp | 37.67%-28.4pp |
| Employer contribution / active EE | $0 | $4,435-100.0% | $6,261-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $1,723 | $7,789-77.9% | $9,138-81.1% | $3,246-46.9% |
| Admin fee / account holder | $171 | $308-44.3% | $17,268-99.0% | $1,167-85.3% |