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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,228 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $10,803 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOCIA Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $579 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,934 | $59,140-37.5% | $160,037-76.9% | $66,949-44.8% |
| Participation rate | 78.2% | 68.1%+10.1pp | 78.0%+0.2pp | 69.8%+8.4pp |
| Annual return | -15.78% | -12.25%-3.5pp | 408.95%-424.7pp | 1.57%-17.3pp |
| Employer contribution / active EE | $1,199 | $1,982-39.5% | $4,226-71.6% | $2,545-52.9% |
| Participant deferral / active EE | $3,254 | $4,399-26.0% | $6,184-47.4% | $4,239-23.2% |
| Admin fee / account holder | $277 | $591-53.1% | $8,716-96.8% | $594-53.3% |