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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,210 |
HANTZ AGENCY LLC4+ years Service code 55 26200 AMERICAN DR FL 5TH · SOUTHFIELD, MI 48034 | Other Commissions | $27,757 |
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 | $63,365 | $101,653-37.7% | $147,080-56.9% | $74,459-14.9% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.2%+13.8pp | 67.2%+28.7pp |
| Annual return | 19.47% | 8754.98%-8735.5pp | 420.17%-400.7pp | 1369.70%-1350.2pp |
| Employer contribution / active EE | $1,060 | $3,813-72.2% | $4,933-78.5% | $2,626-59.6% |
| Participant deferral / active EE | $5,604 | $7,304-23.3% | $8,066-30.5% | $4,350+28.8% |
| Admin fee / account holder | $240 | $1,752-86.3% | $12,989-98.1% | $1,945-87.6% |