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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 27 DBA ALLIANT RETIREMENT · NEW YORK, NY 10178 | Advisory (Plan) | $14,376 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,131 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $3,800 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,739 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,436 | $52,507+11.3% | $129,406-54.8% | $74,478-21.5% |
| Participation rate | 49.2% | 53.9%-4.7pp | 69.6%-20.4pp | 67.2%-18.0pp |
| Annual return | 12.49% | 15.64%-3.2pp | 9468.18%-9455.7pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $1,194 | $1,534-22.2% | $4,155-71.3% | $2,626-54.5% |
| Participant deferral / active EE | $2,145 | $2,801-23.4% | $4,167-48.5% | $4,350-50.7% |
| Admin fee / account holder | $248 | $2,639-90.6% | $7,689-96.8% | $1,946-87.2% |