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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,519 |
Filed as: KILEY JUERGENS WEALTH MANAGEMENT LL Service code 27 2409 PACIFIC AVE SE STE C · OLYMPIA, WA 98501 | Advisory (Plan) | $31,585 |
PROFESSIONAL BENEFIT SERVICES8+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE · SALEM, OH 97302 | Contract Administrator | $11,523 |
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 | $23,167 | $46,332-50.0% | $143,797-83.9% | $64,824-64.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -15.45% | -10.05%-5.4pp | -0.04%-15.4pp | 32.84%-48.3pp |
| Employer contribution / active EE | $3,663 | $1,911+91.7% | $4,952-26.0% | $2,507+46.1% |
| Participant deferral / active EE | $4,140 | $2,647+56.4% | $5,638-26.6% | $4,311-4.0% |
| Admin fee / account holder | $186 | $154+20.8% | $14,679-98.7% | $188-1.0% |