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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,158 |
CLIFTONLARSONALLEN LLP1 year Filed as: CRI TPA SERVICES Service code 13 PO BOX 14062 · TALLAHASSEE, FL 32317 | Contract Administrator | $1,690 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST Service code 35 · EIN 62-0951561 | Employee (plan sponsor) | $420 |
Service code 13 · EIN 72-1396621 | Contract Administrator | $200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $56 |
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 | $150,213 | $73,848+103.4% | $143,799+4.5% | $68,486+119.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.79% | 0.91%-16.7pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $15,549 | $3,184+388.3% | $4,952+214.0% | $2,597+498.8% |
| Participant deferral / active EE | $7,899 | $3,385+133.4% | $5,638+40.1% | $4,028+96.1% |
| Admin fee / account holder | $89 | $5,755-98.4% | $14,677-99.4% | $5,404-98.3% |