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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 | $22,993 |
Filed as: PINNACLE WEALTH PLANNING SERVICES L Service code 27 6 W 3RD STREET · MANSFIELD, OH 44902 | Advisory (Plan) | $13,440 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,590 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTURE PL Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $1,365 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $150 |
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 | $90,089 | $76,112+18.4% | $96,534-6.7% | $71,511+26.0% |
| Participation rate | 75.1% | 74.4%+0.7pp | 76.0%-0.8pp | 67.9%+7.2pp |
| Annual return | 21.66% | 22.81%-1.1pp | 25.88%-4.2pp | 28.86%-7.2pp |
| Employer contribution / active EE | $2,975 | $2,248+32.4% | $2,965+0.3% | $2,589+14.9% |
| Participant deferral / active EE | $7,393 | $4,217+75.3% | $4,851+52.4% | $4,291+72.3% |
| Admin fee / account holder | $224 | $2,708-91.7% | $8,253-97.3% | $1,588-85.9% |