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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA GROUP DBA ALERA INVESTMENT AD Service code 27 THREE PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $11,868 |
Filed as: HUNNEX & SHOEMAKER, INC. Service code 13 PO BOX 24629 · SEATTLE, WA 98124 | Contract Administrator | $9,269 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,099 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,196 | $73,459-71.1% | $178,528-88.1% | $74,429-71.5% |
| Participation rate | 97.7% | 66.5%+31.1pp | 77.1%+20.6pp | 67.2%+30.4pp |
| Annual return | 1503.02% | 17.50%+1485.5pp | 27.11%+1475.9pp | 1368.38%+134.6pp |
| Employer contribution / active EE | $2,626 | $2,219+18.3% | $3,950-33.5% | $2,6250% |
| Participant deferral / active EE | $5,625 | $4,515+24.6% | $6,278-10.4% | $4,348+29.4% |
| Admin fee / account holder | $132 | $1,812-92.7% | $10,419-98.7% | $1,944-93.2% |