| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $352,109 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $119,292 |
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 | $74,313 | $110,258-32.6% | $102,460-27.5% | $200,096-62.9% |
| Participation rate | 96.7% | 86.3%+10.4pp | 76.5%+20.2pp | 72.0%+24.7pp |
| Annual return | 24.73% | 35.78%-11.1pp | 29.47%-4.7pp | 34.26%-9.5pp |
| Employer contribution / active EE | $1,783 | $3,605-50.5% | $3,025-41.1% | $3,038-41.3% |
| Participant deferral / active EE | $3,649 | $6,377-42.8% | $5,056-27.8% | $5,090-28.3% |
| Admin fee / account holder | $98 | $122-19.8% | $9,460-99.0% | $269-63.6% |