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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 | $318,663 |
JANNEY MONTGOMERY SCOTT LLC9+ years Filed as: JANNEY MONTGOMERY SCOTT LLC DBA IND Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $276,658 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $15,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $3,000 |
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 | $89,825 | $104,544-14.1% | $96,564-7.0% | $80,187+12.0% |
| Participation rate | 95.2% | 86.4%+8.8pp | 76.0%+19.2pp | 72.9%+22.3pp |
| Annual return | 18.12% | 21.79%-3.7pp | 25.89%-7.8pp | 40.40%-22.3pp |
| Employer contribution / active EE | $3,429 | $3,527-2.8% | $2,967+15.6% | $2,980+15.1% |
| Participant deferral / active EE | $7,338 | $6,170+18.9% | $4,852+51.2% | $5,016+46.3% |
| Admin fee / account holder | $143 | $107+34.2% | $8,256-98.3% | $145-1.1% |