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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $153,601 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $109,203 |
JONES WALKER LLP2 years Service code 99 201 ST CHARLES 50TH FL · NEW ORLEANS, LA 701705100 | Other Fees | $37,489 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $2,100 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $137,151 | $63,321+116.6% | $68,791+99.4% | $77,904+76.1% |
| Participation rate | 94.9% | 71.1%+23.8pp | 69.0%+25.9pp | 73.7%+21.2pp |
| Annual return | -16.02% | -6.50%-9.5pp | -6.38%-9.6pp | 12.21%-28.2pp |
| Employer contribution / active EE | $3,707 | $2,794+32.7% | $2,655+39.6% | $2,848+30.2% |
| Participant deferral / active EE | $8,381 | $4,029+108.0% | $3,941+112.7% | $4,806+74.4% |
| Admin fee / account holder | $116 | $104+11.3% | $4,932-97.6% | $133-12.4% |