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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 | $56,503 |
Service code 27 580 N BANK LN STE 101 · LAKE FOREST, IL 600455303 | Advisory (Plan) | $19,377 |
Service code 99 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Other Fees | $16,504 |
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 | $19,275 | $47,766-59.6% | $82,744-76.7% | $64,819-70.3% |
| Participation rate | 93.1% | 67.7%+25.4pp | 72.6%+20.6pp | 71.5%+21.6pp |
| Annual return | -15.70% | -13.06%-2.6pp | 702.22%-717.9pp | 32.84%-48.5pp |
| Employer contribution / active EE | $691 | $2,182-68.3% | $3,008-77.0% | $2,507-72.4% |
| Participant deferral / active EE | $4,117 | $3,332+23.6% | $4,395-6.3% | $4,311-4.5% |
| Admin fee / account holder | $161 | $143+12.4% | $5,325-97.0% | $188-14.5% |