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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,476 |
PENSION ASSURANCE LLP11+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $9,942 |
EIDE BAILLY LLP6 years Service code 10 P.O. BOX 88678 · MILWAUKEE, WI 53288 | Accounting | $8,800 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $7,796 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,444 | $65,084-80.9% | $67,681-81.6% | $64,340-80.7% |
| Participation rate | 78.5% | 66.7%+11.8pp | 73.7%+4.8pp | 55.2%+23.3pp |
| Annual return | 11.48% | 20.50%-9.0pp | 590.58%-579.1pp | 24.14%-12.7pp |
| Employer contribution / active EE | $1,616 | $2,398-32.6% | $2,678-39.7% | $1,862-13.2% |
| Participant deferral / active EE | $1,769 | $3,210-44.9% | $3,976-55.5% | $2,980-40.6% |
| Admin fee / account holder | $264 | $1,415-81.3% | $6,100-95.7% | $3,703-92.9% |