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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $50,475 |
Filed as: ONEDIGITAL INVESTMENT ADV Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $37,490 |
Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $9,483 |
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 | $86,357 | $50,812+70.0% | $155,602-44.5% | $77,692+11.2% |
| Participation rate | 94.4% | 63.1%+31.3pp | 78.2%+16.2pp | 70.6%+23.9pp |
| Annual return | 11.80% | 34.85%-23.1pp | 64.81%-53.0pp | 31.25%-19.5pp |
| Employer contribution / active EE | $2,444 | $1,989+22.9% | $4,675-47.7% | $2,726-10.3% |
| Participant deferral / active EE | $6,394 | $2,822+126.6% | $5,629+13.6% | $4,648+37.6% |
| Admin fee / account holder | $280 | $436-35.8% | $15,923-98.2% | $431-35.0% |