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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,574 |
FINANCIAL ADVOCATES1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MGMN Service code 27 1601 COOPER POINT RD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $20,071 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,718 |
SCS1 year Filed as: BENSLER LLC DBA SCS Service code 27 10900 NE 8TH ST, SUITE 1550 · BELLEVUE, WA 98004 | Advisory (Plan) | $6,156 |
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 | $92,929 | $64,176+44.8% | $112,249-17.2% | $66,938+38.8% |
| Participation rate | 95.5% | 68.4%+27.0pp | 75.1%+20.4pp | 69.8%+25.7pp |
| Annual return | -18.06% | -13.80%-4.3pp | 27.48%-45.5pp | 1.58%-19.6pp |
| Employer contribution / active EE | $3,841 | $3,007+27.7% | $3,636+5.6% | $2,545+50.9% |
| Participant deferral / active EE | $9,147 | $3,694+147.7% | $4,729+93.4% | $4,238+115.8% |
| Admin fee / account holder | $242 | $626-61.3% | $6,412-96.2% | $594-59.2% |