Filed June 21, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $225,730 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $107,929 |
WARREN AVERETT, LLC9+ years Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $29,495 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,732 | $112,711+34.6% | $170,055-10.8% | $80,187+89.2% |
| Participation rate | 98.5% | 87.4%+11.2pp | 87.0%+11.5pp | 72.9%+25.6pp |
| Annual return | 20.24% | 67.06%-46.8pp | 53.43%-33.2pp | 40.40%-20.2pp |
| Employer contribution / active EE | $3,763 | $4,488-16.1% | $6,790-44.6% | $2,980+26.3% |
| Participant deferral / active EE | $6,375 | $7,861-18.9% | $10,410-38.8% | $5,016+27.1% |
| Admin fee / account holder | $73 | $99-26.8% | $12,828-99.4% | $145-49.8% |