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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $119,675 |
GETTRY MARCUS CPA, P.C.6 years Service code 10 · EIN 13-3418879 | Accounting | $47,469 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $6,787 |
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 | $89,319 | $104,631-14.6% | $98,461-9.3% | $80,157+11.4% |
| Participation rate | 99.0% | 87.5%+11.5pp | 75.2%+23.9pp | 72.9%+26.1pp |
| Annual return | 22.06% | 34.72%-12.7pp | 21.17%+0.9pp | 40.39%-18.3pp |
| Employer contribution / active EE | $9,578 | $4,517+112.0% | $3,049+214.2% | $2,977+221.7% |
| Participant deferral / active EE | $9,091 | $6,545+38.9% | $4,738+91.9% | $5,015+81.3% |
| Admin fee / account holder | $78 | $105-25.5% | $8,961-99.1% | $145-46.1% |