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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,558 |
Filed as: GREENSPRING ADVISORS LLC Service code 27 1 W PENNSYLVANIA AVE STE 500 · TOWSON, MD 21204 | Advisory (Plan) | $15,168 |
POLLARD & ASSOCIATES, INC.3+ years Filed as: POLLARD & ASSOCIATES Service code 13 · EIN 52-0909772 | Contract Administrator | $15,168 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $805 |
Filed as: QDRO CONSULTANTS COMPANY,LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
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 | $38,358 | $95,369-59.8% | $135,942-71.8% | $74,440-48.5% |
| Participation rate | 89.6% | 78.2%+11.4pp | 81.9%+7.7pp | 70.7%+18.9pp |
| Annual return | 17.20% | 32.72%-15.5pp | 68.28%-51.1pp | 34.37%-17.2pp |
| Employer contribution / active EE | $3,904 | $3,878+0.7% | $4,858-19.6% | $2,638+48.0% |
| Participant deferral / active EE | $7,371 | $7,788-5.4% | $7,759-5.0% | $4,529+62.8% |
| Admin fee / account holder | $74 | $266-72.4% | $10,764-99.3% | $348-78.9% |