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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 | $101,539-37.6% | $147,041-56.9% | $74,400-14.8% |
| Participation rate | 96.0% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.7pp |
| Annual return | 19.47% | 8740.84%-8721.4pp | 419.21%-399.7pp | 1367.51%-1348.0pp |
| Employer contribution / active EE | $1,060 | $3,811-72.2% | $4,935-78.5% | $2,624-59.6% |
| Participant deferral / active EE | $5,604 | $7,304-23.3% | $8,071-30.6% | $4,348+28.9% |
| Admin fee / account holder | $240 | $1,749-86.3% | $13,006-98.2% | $1,944-87.6% |