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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,574 |
CHARLES W. SNADER, P.C.5 years Filed as: CHARLES W SNADER PC Service code 10 131 HANBURY RD W STE C · CHESAPEAKE, VA 23322 | Accounting | $22,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $100,452 | $54,245+85.2% | $93,727+7.2% | $77,762+29.2% |
| Participation rate | 33.1% | 63.9%-30.8pp | 68.7%-35.6pp | 70.6%-37.5pp |
| Annual return | 18.65% | 30.58%-11.9pp | 133.83%-115.2pp | 31.27%-12.6pp |
| Employer contribution / active EE | $239 | $1,168-79.6% | $2,421-90.1% | $2,728-91.3% |
| Participant deferral / active EE | $2,768 | $3,144-11.9% | $4,417-37.3% | $4,651-40.5% |
| Admin fee / account holder | $259 | $575-55.0% | $8,292-96.9% | $433-40.2% |