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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 | $43,060 |
SWEENEY CONRAD, P.S.7 years Filed as: SWEENEY CONRAD P S Service code 10 2606 116TH AVE STE 200 · BELLEVUE, WA 98004 | Accounting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,970 | $51,821+73.6% | $93,696-4.0% | - |
| Participation rate | 96.0% | 67.7%+28.3pp | 68.7%+27.2pp | - |
| Annual return | 9.62% | 11.30%-1.7pp | 133.74%-124.1pp | - |
| Employer contribution / active EE | $1,850 | $1,278+44.8% | $2,422-23.6% | - |
| Participant deferral / active EE | $2,777 | $3,260-14.8% | $4,417-37.1% | - |
| Admin fee / account holder | $361 | $4,565-92.1% | $8,287-95.6% | - |