| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $410,494 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 13 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Contract Administrator | $2,700 |
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 | $64,345 | $104,544-38.5% | $96,564-33.4% | $80,187-19.8% |
| Participation rate | 96.2% | 86.4%+9.8pp | 76.0%+20.2pp | 72.9%+23.2pp |
| Annual return | 21.64% | 21.79%-0.1pp | 25.89%-4.2pp | 40.40%-18.8pp |
| Employer contribution / active EE | $1,836 | $3,527-47.9% | $2,967-38.1% | $2,980-38.4% |
| Participant deferral / active EE | $3,695 | $6,170-40.1% | $4,852-23.8% | $5,016-26.3% |
| Admin fee / account holder | $79 | $107-26.2% | $8,256-99.0% | $145-45.7% |