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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $25,204 |
Filed as: HUNNEX AND SHOEMAKER INC Service code 13 | Contract Administrator | $8,186 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 | Advisory (Plan) | $7,311 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $1,543 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 59 | Shareholder Servicing | $0 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,445 | $73,532-77.6% | $178,505-90.8% | $74,478-77.9% |
| Participation rate | 83.1% | 66.6%+16.5pp | 77.1%+6.0pp | 67.2%+15.9pp |
| Annual return | 15.41% | 17.49%-2.1pp | 27.16%-11.7pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $1,881 | $2,221-15.3% | $3,955-52.4% | $2,626-28.4% |
| Participant deferral / active EE | $2,828 | $4,519-37.4% | $6,280-55.0% | $4,350-35.0% |
| Admin fee / account holder | $191 | $1,813-89.5% | $10,428-98.2% | $1,946-90.2% |