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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,038 |
STRATOS WEALTH PARTNERS1 year Service code 27 · EIN 27-5273468 | Advisory (Plan) | $21,361 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
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 | $152,778 | $77,920+96.1% | $149,723+2.0% | $75,177+103.2% |
| Participation rate | 97.1% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+29.9pp |
| Annual return | 15.14% | 31.72%-16.6pp | 134.50%-119.4pp | 160.75%-145.6pp |
| Employer contribution / active EE | $13,978 | $3,138+345.4% | $4,821+189.9% | $2,671+423.3% |
| Participant deferral / active EE | $8,630 | $3,411+153.0% | $5,682+51.9% | $4,126+109.1% |
| Admin fee / account holder | $279 | $5,951-95.3% | $13,215-97.9% | $5,651-95.1% |