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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $88,319 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $18,040 |
THOMPSON COBURN LLP10+ years Service code 29 · EIN 43-0666662 ONE US BANK PLAZA · ST LOUIS, MO 63101 | Legal | $4,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $173,167 | $122,219+41.7% | $147,096+17.7% | $199,921-13.4% |
| Participation rate | 69.3% | 78.3%-8.9pp | 82.2%-12.9pp | 72.0%-2.7pp |
| Annual return | 13.83% | 30.59%-16.8pp | 419.75%-405.9pp | 34.28%-20.5pp |
| Employer contribution / active EE | $2,793 | $4,096-31.8% | $4,936-43.4% | $3,035-8.0% |
| Participant deferral / active EE | $9,786 | $8,503+15.1% | $8,071+21.2% | $5,089+92.3% |
| Admin fee / account holder | $25 | $179-86.1% | $13,005-99.8% | $269-90.8% |