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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,821 |
Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $31,807 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,322 |
Filed as: CBIZ OPER INC DBA CBIZ MHM LLC Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $14,820 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $11,736 |
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 | $28,847 | $56,503-48.9% | $69,884-58.7% | $64,819-55.5% |
| Participation rate | 86.4% | 70.5%+15.9pp | 70.5%+15.9pp | 71.5%+14.9pp |
| Annual return | -15.75% | -13.44%-2.3pp | 190.81%-206.6pp | 32.84%-48.6pp |
| Employer contribution / active EE | $1,806 | $2,046-11.8% | $2,560-29.5% | $2,507-28.0% |
| Participant deferral / active EE | $3,481 | $3,389+2.7% | $3,848-9.5% | $4,311-19.3% |
| Admin fee / account holder | $147 | $160-8.1% | $6,266-97.6% | $188-21.5% |