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| Provider | Service type | Compensation |
|---|---|---|
PENDLETON FINANCIAL LLC2 years Service code 27 2607 OBERLIN RD · RALEIGH, NC 27608 | Advisory (Plan) | $42,343 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,853 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,187 |
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 | $42,388 | $101,653-58.3% | $147,080-71.2% | $74,459-43.1% |
| Participation rate | 82.7% | 75.6%+7.1pp | 82.2%+0.5pp | 67.2%+15.5pp |
| Annual return | 15.83% | 8754.98%-8739.1pp | 420.17%-404.3pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $5,519 | $3,813+44.7% | $4,933+11.9% | $2,626+110.2% |
| Participant deferral / active EE | $11,496 | $7,304+57.4% | $8,066+42.5% | $4,350+164.3% |
| Admin fee / account holder | $240 | $1,752-86.3% | $12,989-98.2% | $1,945-87.7% |