Filed March 11, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $290,662 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $281,336 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $54,950 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $900 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 | Shareholder Servicing | $0 |
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 | $75,580 | $104,631-27.8% | $98,462-23.2% | $80,187-5.7% |
| Participation rate | 92.5% | 87.5%+5.0pp | 75.2%+17.4pp | 72.9%+19.6pp |
| Annual return | 16.74% | 34.72%-18.0pp | 21.20%-4.5pp | 40.40%-23.7pp |
| Employer contribution / active EE | $2,263 | $4,517-49.9% | $3,049-25.8% | $2,980-24.1% |
| Participant deferral / active EE | $5,990 | $6,545-8.5% | $4,738+26.4% | $5,016+19.4% |
| Admin fee / account holder | $152 | $105+44.9% | $8,875-98.3% | $145+4.7% |