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| Provider | Service type | Compensation |
|---|---|---|
VITA PLANNING GROUP LLC2 years Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $12,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,859 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,973 | $80,985-32.1% | $96,576-43.1% | $75,181-26.9% |
| Participation rate | 84.6% | 71.8%+12.8pp | 76.0%+8.6pp | 67.2%+17.4pp |
| Annual return | 26.52% | 27.05%-0.5pp | 25.87%+0.7pp | 160.69%-134.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $15,905 | $3,929+304.8% | $4,851+227.9% | $4,126+285.5% |
| Admin fee / account holder | $129 | $6,719-98.1% | $8,253-98.4% | $5,650-97.7% |