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 | $496,786 |
PENSION ASSURANCE LLP1 year Filed as: PENSION CONSULTANTS, INCL Service code 17 · EIN 43-1685158 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Pension Consulting | $87,000 |
Service code 10 · EIN 43-1947695 700 W 47TH ST STE 1100 · KANSAS CITY, MO 64112 | Accounting | $20,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,291 | $96,461-48.9% | $68,815-28.4% | $89,433-44.9% |
| Participation rate | 40.4% | 64.2%-23.8pp | 69.0%-28.6pp | 71.3%-30.9pp |
| Annual return | -8.86% | -13.05%+4.2pp | -6.37%-2.5pp | -11.88%+3.0pp |
| Employer contribution / active EE | $602 | $3,671-83.6% | $2,656-77.3% | $3,021-80.1% |
| Participant deferral / active EE | $1,964 | $4,123-52.4% | $3,943-50.2% | $5,125-61.7% |
| Admin fee / account holder | $123 | $102+20.7% | $4,936-97.5% | $79+54.9% |