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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 780 JOHNSON FERRY RD. · ATLANTA, GA 30342 | Contract Administrator | $104,152 |
MMLIS3 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Commissions | $44,324 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,090 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,027 |
ASCENSUS LLC3 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $4,787 |
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 | $197,845 | $110,483+79.1% | $145,433+36.0% | $79,634+148.4% |
| Participation rate | 97.2% | 71.1%+26.1pp | 82.1%+15.0pp | 62.5%+34.7pp |
| Annual return | 16.73% | 24.62%-7.9pp | 66.58%-49.8pp | 36.46%-19.7pp |
| Employer contribution / active EE | $7,549 | $4,053+86.3% | $4,554+65.8% | $2,529+198.5% |
| Participant deferral / active EE | $8,837 | $7,216+22.5% | $7,897+11.9% | $3,835+130.5% |
| Admin fee / account holder | $92 | $680-86.5% | $13,129-99.3% | $1,002-90.9% |