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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 | $148,883 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $36,088 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $82,877 | $110,258-24.8% | $102,460-19.1% | $200,096-58.6% |
| Participation rate | 94.9% | 86.3%+8.6pp | 76.5%+18.4pp | 72.0%+22.9pp |
| Annual return | 59.34% | 35.78%+23.6pp | 29.47%+29.9pp | 34.26%+25.1pp |
| Employer contribution / active EE | $2,620 | $3,605-27.3% | $3,025-13.4% | $3,038-13.7% |
| Participant deferral / active EE | $5,334 | $6,377-16.4% | $5,056+5.5% | $5,090+4.8% |
| Admin fee / account holder | $140 | $122+14.5% | $9,460-98.5% | $269-48.0% |