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| Provider | Service type | Compensation |
|---|---|---|
ADVUS FINANCIAL PARTNERS LLC3 years Service code 27 1525 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $37,340 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,769 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,020 |
Service code 99 315 E ROBINSON ST STE 200 · ORLANDO, FL 32801 | Other Fees | $1,000 |
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 | $81,443 | $125,797-35.3% | $170,043-52.1% | $75,173+8.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.27% | 27.20%-6.9pp | 53.40%-33.1pp | 160.72%-140.5pp |
| Employer contribution / active EE | $7,544 | $4,616+63.4% | $6,790+11.1% | $2,671+182.4% |
| Participant deferral / active EE | $13,942 | $6,838+103.9% | $10,410+33.9% | $4,126+237.9% |
| Admin fee / account holder | $272 | $8,177-96.7% | $12,824-97.9% | $5,651-95.2% |