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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 | $137,427 |
AMERICAN FUNDS7+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET STE 975 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $24,403 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 1300 S CLINTON ST 1H-50 · FORT WAYNE, IN 46802 | Advisory (Plan) | $1,298 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
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 | $22,511 | $45,000-50.0% | $143,788-84.3% | $77,906-71.1% |
| Participation rate | 71.8% | 66.8%+5.0pp | 80.3%-8.5pp | 73.7%-1.9pp |
| Annual return | -9.73% | 29.03%-38.8pp | -0.03%-9.7pp | 12.16%-21.9pp |
| Employer contribution / active EE | $628 | $1,870-66.4% | $4,952-87.3% | $2,846-77.9% |
| Participant deferral / active EE | $1,892 | $3,157-40.1% | $5,638-66.4% | $4,805-60.6% |
| Admin fee / account holder | $135 | $98+37.5% | $14,675-99.1% | $133+2.1% |