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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 | $32,447 |
Filed as: KILEY JUERGENS WEALTH MANAGEMENT LL Service code 27 2409 PACIFIC AVE SE STE C · OLYMPIA, WA 98501 | Advisory (Plan) | $31,356 |
PROFESSIONAL BENEFIT SERVICES9+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE · SALEM, OH 97302 | Contract Administrator | $17,465 |
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 | $29,706 | $47,180-37.0% | $149,723-80.2% | $74,473-60.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 16.50% | 22.75%-6.2pp | 134.50%-118.0pp | 34.36%-17.9pp |
| Employer contribution / active EE | $4,392 | $1,907+130.3% | $4,821-8.9% | $2,638+66.5% |
| Participant deferral / active EE | $4,890 | $2,730+79.1% | $5,682-13.9% | $4,530+7.9% |
| Admin fee / account holder | $157 | $343-54.1% | $13,215-98.8% | $347-54.6% |