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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 | $33,600 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $23,072 |
THE RETIREMENT ADVANTAGE INC6 years Service code 99 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Other Fees | $3,496 |
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 | $40,468 | $101,591-60.2% | $147,096-72.5% | $74,429-45.6% |
| Participation rate | 93.6% | 75.5%+18.0pp | 82.2%+11.4pp | 67.2%+26.4pp |
| Annual return | 14.16% | 8746.45%-8732.3pp | 419.75%-405.6pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $3,548 | $3,813-6.9% | $4,936-28.1% | $2,625+35.2% |
| Participant deferral / active EE | $5,498 | $7,302-24.7% | $8,071-31.9% | $4,348+26.4% |
| Admin fee / account holder | $251 | $1,750-85.7% | $13,005-98.1% | $1,944-87.1% |