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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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,191-51.7% | $214,702-85.3% | $65,191-51.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 87.5%+12.5pp | 63.0%+37.0pp |
| Annual return | 9.28% | 51.24%-42.0pp | 54.55%-45.3pp | 51.24%-42.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $6,461-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $1,723 | $2,671-35.5% | $9,147-81.2% | $2,671-35.5% |
| Admin fee / account holder | $171 | $907-81.1% | $19,830-99.1% | $907-81.1% |