Filed April 23, 2024 (most recent of 4 filings on file)
Total covered: 23 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $3,421,179 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,994,196 |
ANNEX WEALTH MANAGEMENT LLC3 years Filed as: ANNEX ADVISORY SERVICES, LLC Service code 26 · EIN 68-0524298 | Advisory (Participants) | $37,672 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL & TITUS LLP Service code 29 1101 NEW YORK AVE NW #601 · WASHINGTON, DC 20005 | Legal | $36,000 |
LARSON FINANCIAL GROUP LLC3 years Service code 26 · EIN 20-4773945 | Advisory (Participants) | $24,925 |
Service code 26 · EIN 39-1944977 | Advisory (Participants) | $20,854 |
Filed as: CHARLES SCHWAB & CO., INC. (BROKERA Service code 26 · EIN 94-1737782 | Advisory (Participants) | $16,195 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $13,800 |
WIPFLI LLP2 years Filed as: WIPFLI FINANCIAL ADVISORS LLC Service code 26 · EIN 94-3338956 | Advisory (Participants) | $13,082 |
MISSION WEALTH MANAGEMENT LP2 years Service code 26 · EIN 82-3762916 | Advisory (Participants) | $7,857 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,556 | $83,057-3.0% | $143,801-44.0% | $89,433-9.9% |
| Participation rate | 96.6% | 74.0%+22.6pp | 80.3%+16.3pp | 71.3%+25.3pp |
| Annual return | -15.01% | -13.97%-1.0pp | -0.04%-15.0pp | -11.88%-3.1pp |
| Employer contribution / active EE | $4,008 | $2,095+91.3% | $4,952-19.1% | $3,021+32.7% |
| Participant deferral / active EE | $6,265 | $4,281+46.4% | $5,639+11.1% | $5,125+22.3% |
| Admin fee / account holder | $51 | $83-38.7% | $14,680-99.7% | $79-35.9% |