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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $44,869 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,320 |
Filed as: ANDERS MINKLER HUBER & HELM LLP DBA Service code 10 800 MARKET ST · ST LOUIS, MO 63101 | Accounting | $11,400 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $33,800 | $40,435-16.4% | $80,648-58.1% | $74,473-54.6% |
| Participation rate | 76.3% | 47.4%+29.0pp | 67.0%+9.3pp | 70.7%+5.6pp |
| Annual return | 17.41% | 165.22%-147.8pp | 937.21%-919.8pp | 34.36%-17.0pp |
| Employer contribution / active EE | $484 | $1,498-67.7% | $2,724-82.2% | $2,638-81.7% |
| Participant deferral / active EE | $3,739 | $2,673+39.9% | $4,443-15.8% | $4,530-17.5% |
| Admin fee / account holder | $28 | $721-96.2% | $5,382-99.5% | $347-92.0% |