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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $75,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,873 |
MILLIMAN, INC.1 year Filed as: GRANT, MILLMAN & JOHNSON, PC Service code 10 39475 W THIRTEEN MILE RD STE 200 · NOVI, MI 48377 | Accounting | $14,200 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,706 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,015 | $106,028-63.2% | $146,958-73.5% | $77,643-49.8% |
| Participation rate | 88.5% | 78.4%+10.2pp | 82.2%+6.4pp | 70.6%+18.0pp |
| Annual return | 12.14% | 56.73%-44.6pp | 418.34%-406.2pp | 31.24%-19.1pp |
| Employer contribution / active EE | $464 | $4,063-88.6% | $4,933-90.6% | $2,726-83.0% |
| Participant deferral / active EE | $5,368 | $7,990-32.8% | $8,070-33.5% | $4,647+15.5% |
| Admin fee / account holder | $63 | $337-81.4% | $12,998-99.5% | $430-85.4% |