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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 | $63,433-80.4% | $63,803-80.5% | $64,097-80.6% |
| Participation rate | 78.5% | 65.0%+13.5pp | 72.7%+5.8pp | 55.2%+23.3pp |
| Annual return | 11.48% | 20.74%-9.3pp | 543.72%-532.2pp | 34.64%-23.2pp |
| Employer contribution / active EE | $1,616 | $2,332-30.7% | $2,532-36.2% | $1,891-14.6% |
| Participant deferral / active EE | $1,769 | $3,119-43.3% | $3,843-54.0% | $3,080-42.5% |
| Admin fee / account holder | $264 | $1,489-82.2% | $5,196-94.9% | $3,454-92.3% |