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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Filed as: FIRST AMERICAN BANK Service code 13 · EIN 36-1078850 700 BUSSE ROAD · ELK GROVE VILLAGE, IL 60007 | Contract Administrator | $28,660 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,260 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,130 | $99,168-87.8% | $96,534-87.4% | $74,460-83.7% |
| Participation rate | 98.2% | 80.7%+17.5pp | 76.0%+22.2pp | 70.7%+27.4pp |
| Annual return | 25.03% | 22.40%+2.6pp | 25.88%-0.9pp | 34.38%-9.3pp |
| Employer contribution / active EE | $1,077 | $2,570-58.1% | $2,965-63.7% | $2,638-59.2% |
| Participant deferral / active EE | $2,182 | $4,936-55.8% | $4,851-55.0% | $4,530-51.8% |
| Admin fee / account holder | $67 | $225-70.1% | $8,253-99.2% | $348-80.7% |