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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $419,448 |
ERISA SERVICES, INC.4 years Service code 13 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $290,675 |
MARIETTA WEALTH MANAGEMENT4 years Service code 27 P O BOX 7898 · MARIETTA, GA 30065 | Advisory (Plan) | $172,315 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORANGE ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $154,490 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES OF GEROGIA, LLC Service code 99 P O BOX 24628 · KNOXVILLE, TN 37933 | Other Fees | $26,379 |
SEAY & WEISSINGER, LLC3 years Filed as: SEAY & WESSINGER Service code 99 2030 POWERS FERRY ROAD SE · ATLANTA, GA 30339 | Other Fees | $23,500 |
Employer 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 | $19,759 | $86,936-77.3% | $102,412-80.7% | $99,314-80.1% |
| Participation rate | 85.3% | 81.7%+3.6pp | 74.5%+10.8pp | 71.7%+13.6pp |
| Annual return | 15.16% | 14.99%+0.2pp | 24.94%-9.8pp | 17.67%-2.5pp |
| Employer contribution / active EE | $616 | $3,925-84.3% | $3,870-84.1% | $3,264-81.1% |
| Participant deferral / active EE | $3,440 | $3,825-10.1% | $5,060-32.0% | $5,346-35.7% |
| Admin fee / account holder | $209 | $140+49.0% | $8,388-97.5% | $109+91.5% |