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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS Service code 99 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Other Fees | $19,375 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,238 |
Filed as: BENEFIT PLANS, INC. Service code 13 | Contract Administrator | $5,796 |
Filed as: BENEFIT PLANS, INC, Service code 13 16924 FRANCES ST · OMAHA, NE 68130 | Contract Administrator | $935 |
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 | $59,780 | $65,092-8.2% | $143,799-58.4% | $66,938-10.7% |
| Participation rate | 78.2% | 65.2%+13.0pp | 80.3%-2.1pp | 69.8%+8.4pp |
| Annual return | -14.01% | -11.14%-2.9pp | -0.04%-14.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,646 | $2,362-30.3% | $4,952-66.8% | $2,545-35.3% |
| Participant deferral / active EE | $4,305 | $2,920+47.4% | $5,638-23.7% | $4,238+1.6% |
| Admin fee / account holder | $295 | $502-41.3% | $14,677-98.0% | $594-50.3% |