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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 | $101,653-60.2% | $147,080-72.5% | $74,459-45.7% |
| Participation rate | 93.6% | 75.6%+18.0pp | 82.2%+11.4pp | 67.2%+26.4pp |
| Annual return | 14.16% | 8754.98%-8740.8pp | 420.17%-406.0pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $3,548 | $3,813-6.9% | $4,933-28.1% | $2,626+35.1% |
| Participant deferral / active EE | $5,498 | $7,304-24.7% | $8,066-31.8% | $4,350+26.4% |
| Admin fee / account holder | $251 | $1,752-85.7% | $12,989-98.1% | $1,945-87.1% |