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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $1,605,801 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $48,300 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Consulting | $44,003 |
HUNTON ANDREWS KURTH LLP1 year Filed as: HUNTON & WILLIAMS LLP Service code 29 PO BOX 405759 · ATLANTA, GA 303845759 | Legal | $14,992 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,331 | $68,330-79.0% | $149,740-90.4% | $96,393-85.1% |
| Participation rate | 85.3% | 74.6%+10.7pp | 78.8%+6.5pp | 71.3%+14.0pp |
| Annual return | 14.64% | 29.64%-15.0pp | 134.51%-119.9pp | 22.88%-8.2pp |
| Employer contribution / active EE | $583 | $2,139-72.8% | $4,821-87.9% | $3,239-82.0% |
| Participant deferral / active EE | $1,904 | $4,422-56.9% | $5,683-66.5% | $5,455-65.1% |
| Admin fee / account holder | $74 | $52+43.0% | $13,222-99.4% | $74+0.6% |