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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $86,962 |
Filed as: GLOBAL RETIREMENT PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,049 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $0 |
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 | $97,840 | $40,435+142.0% | $80,648+21.3% | $74,473+31.4% |
| Participation rate | 91.7% | 47.4%+44.3pp | 67.0%+24.7pp | 70.7%+20.9pp |
| Annual return | 16.90% | 165.22%-148.3pp | 937.21%-920.3pp | 34.36%-17.5pp |
| Employer contribution / active EE | $10,950 | $1,498+631.2% | $2,724+302.0% | $2,638+315.0% |
| Participant deferral / active EE | $13,720 | $2,673+413.3% | $4,443+208.8% | $4,530+202.9% |
| Admin fee / account holder | $212 | $721-70.6% | $5,382-96.1% | $347-38.9% |