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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 | $251,541 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,687 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $24,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $24,000 |
COHNREZNICK LLP8+ years Service code 10 1212 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Accounting | $11,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $29,760 | $39,973-25.6% | $79,576-62.6% | $77,906-61.8% |
| Participation rate | 95.1% | 64.6%+30.5pp | 69.5%+25.6pp | 73.7%+21.4pp |
| Annual return | -16.66% | 3.42%-20.1pp | 0.15%-16.8pp | 12.16%-28.8pp |
| Employer contribution / active EE | $1,149 | $1,088+5.6% | $2,413-52.4% | $2,846-59.6% |
| Participant deferral / active EE | $3,562 | $2,774+28.4% | $3,985-10.6% | $4,805-25.9% |
| Admin fee / account holder | $105 | $113-6.8% | $6,834-98.5% | $133-20.7% |