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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 | $429,822 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $70,046 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $48,000 |
COHNREZNICK LLP10+ years Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $20,000 |
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 | $43,162 | $48,744-11.5% | $93,696-53.9% | $199,960-78.4% |
| Participation rate | 96.7% | 63.7%+33.1pp | 68.7%+28.0pp | 72.0%+24.8pp |
| Annual return | 15.45% | 15.36%+0.1pp | 133.74%-118.3pp | 34.28%-18.8pp |
| Employer contribution / active EE | $1,298 | $1,140+13.8% | $2,422-46.4% | $3,036-57.2% |
| Participant deferral / active EE | $4,254 | $2,825+50.6% | $4,417-3.7% | $5,087-16.4% |
| Admin fee / account holder | $164 | $195-16.0% | $8,287-98.0% | $269-39.1% |