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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 | $29,188 |
GRANT THORNTON LLP1 year Filed as: LLP GRANT THORNTON Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $23,690 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $21,466 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,501 |
Filed as: FIVE STAR FOOD SERVICES INC Service code 99 6005 CENTURY OAKS DR STE 100 · CHATTANOOGA, TN 37416 | Other Fees | $14,250 |
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 | $20,741 | $26,906-22.9% | $61,452-66.2% | $77,906-73.4% |
| Participation rate | 72.3% | 33.4%+38.8pp | 52.6%+19.7pp | 73.7%-1.4pp |
| Annual return | -10.53% | -14.46%+3.9pp | 338.96%-349.5pp | 12.16%-22.7pp |
| Employer contribution / active EE | $525 | $521+0.7% | $1,160-54.8% | $2,846-81.6% |
| Participant deferral / active EE | $1,753 | $1,180+48.6% | $2,125-17.5% | $4,805-63.5% |
| Admin fee / account holder | $93 | $117-20.4% | $2,131-95.6% | $133-29.8% |