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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 | $140,688 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $14,545 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,270 | $53,216-54.4% | $155,534-84.4% | $199,960-87.9% |
| Participation rate | 93.8% | 64.1%+29.6pp | 78.2%+15.5pp | 72.0%+21.8pp |
| Annual return | 23.22% | 41.18%-18.0pp | 64.92%-41.7pp | 34.28%-11.1pp |
| Employer contribution / active EE | $1,238 | $1,848-33.0% | $4,675-73.5% | $3,036-59.2% |
| Participant deferral / active EE | $3,053 | $3,164-3.5% | $5,630-45.8% | $5,087-40.0% |
| Admin fee / account holder | $85 | $186-54.4% | $15,900-99.5% | $269-68.5% |