Filed January 8, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $393,131 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS INC Service code 17 · EIN 43-1685158 | Pension Consulting | $82,500 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $39,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,635 | $96,188-41.1% | $76,030-25.5% | $99,313-43.0% |
| Participation rate | 42.3% | 72.7%-30.4pp | 69.1%-26.8pp | 71.7%-29.4pp |
| Annual return | 15.09% | 16.48%-1.4pp | 361.54%-346.4pp | 17.67%-2.6pp |
| Employer contribution / active EE | $660 | $3,167-79.2% | $2,688-75.4% | $3,264-79.8% |
| Participant deferral / active EE | $2,158 | $4,842-55.4% | $4,257-49.3% | $5,346-59.6% |
| Admin fee / account holder | $94 | $87+7.9% | $6,421-98.5% | $109-13.7% |