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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $106,395 |
LEGACY PROFESSIONALS LLP7 years Service code 10 · EIN 32-0043599 | Accounting | $57,860 |
BREANNA FITZHENRY2 years Service code 30 · EIN 43-1758027 | Employee (plan) | $43,434 |
CATHERINE LAURIO1 year Filed as: CATHERINE DOBRYNSKI Service code 30 · EIN 43-1758027 | Employee (plan) | $26,492 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $25,000 |
SCHUCHAT, COOK & WERNER10+ years Service code 29 · EIN 43-0763010 | Legal | $24,071 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,686 | $241,850-77.8% | $102,412-47.6% | $199,960-73.2% |
| Participation rate | 87.4% | 78.3%+9.0pp | 74.5%+12.9pp | 72.0%+15.4pp |
| Annual return | 9.93% | 17.67%-7.7pp | 24.94%-15.0pp | 34.28%-24.4pp |
| Employer contribution / active EE | $636 | $4,253-85.1% | $3,870-83.6% | $3,036-79.1% |
| Participant deferral / active EE | $1,749 | $3,961-55.8% | $5,060-65.4% | $5,087-65.6% |
| Admin fee / account holder | $104 | $288-63.9% | $8,388-98.8% | $269-61.3% |