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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 13 · EIN 33-0785439 101 PARK AVENUE 14TH FLOOR · NEW YORK, NY 10178 | Contract Administrator | $24,686 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,948 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,686 |
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 | $50,874 | $47,105+8.0% | $68,368-25.6% | $67,986-25.2% |
| Participation rate | 86.0% | 51.8%+34.2pp | 73.8%+12.2pp | 57.2%+28.8pp |
| Annual return | 16.87% | 48.37%-31.5pp | 292.57%-275.7pp | 31.67%-14.8pp |
| Employer contribution / active EE | $2,021 | $1,859+8.7% | $2,649-23.7% | $2,019+0.1% |
| Participant deferral / active EE | $2,727 | $2,374+14.9% | $4,123-33.9% | $3,358-18.8% |
| Admin fee / account holder | $278 | $2,435-88.6% | $5,150-94.6% | $3,203-91.3% |