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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $123,832 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 99 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Other Fees | $32,328 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $28,175 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,985 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 10 271 17TH STREET NW STE 2100 · ATLANTA, GA 30363 | Accounting | $14,000 |
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 | $29,431 | $55,694-47.2% | $81,844-64.0% | $199,960-85.3% |
| Participation rate | 90.7% | 62.7%+28.1pp | 72.4%+18.3pp | 72.0%+18.7pp |
| Annual return | 15.55% | 19.59%-4.0pp | 778.87%-763.3pp | 34.28%-18.7pp |
| Employer contribution / active EE | $1,606 | $2,114-24.1% | $2,916-44.9% | $3,036-47.1% |
| Participant deferral / active EE | $2,748 | $3,299-16.7% | $4,323-36.4% | $5,087-46.0% |
| Admin fee / account holder | $160 | $348-54.0% | $7,355-97.8% | $269-40.6% |