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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,455 |
DA DAVIDSON & CO1 year Filed as: DA DAVIDSON & COMPNAY Service code 55 8TH 3RD STREET NORTH · GREAT FALLS, MT 59401 | Other Commissions | $43,025 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,783 | $50,820-27.6% | $155,567-76.4% | $77,671-52.6% |
| Participation rate | 76.9% | 63.1%+13.8pp | 78.2%-1.3pp | 70.6%+6.3pp |
| Annual return | 13.12% | 34.85%-21.7pp | 64.74%-51.6pp | 31.21%-18.1pp |
| Employer contribution / active EE | $1,920 | $1,993-3.7% | $4,674-58.9% | $2,726-29.6% |
| Participant deferral / active EE | $2,835 | $2,823+0.4% | $5,628-49.6% | $4,648-39.0% |
| Admin fee / account holder | $252 | $436-42.1% | $15,916-98.4% | $430-41.3% |