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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $218,841 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $38,000 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $168 |
NATIONAL FINANCIAL SERVICES3 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
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 | $65,061 | $57,570+13.0% | $121,204-46.3% | $80,157-18.8% |
| Participation rate | 96.0% | 58.8%+37.2pp | 69.5%+26.5pp | 72.9%+23.1pp |
| Annual return | 23.07% | 20.42%+2.6pp | 987.18%-964.1pp | 40.39%-17.3pp |
| Employer contribution / active EE | $3,305 | $2,119+55.9% | $4,170-20.7% | $2,977+11.0% |
| Participant deferral / active EE | $8,012 | $3,092+159.1% | $4,083+96.2% | $5,015+59.8% |
| Admin fee / account holder | $101 | $121-16.9% | $5,651-98.2% | $145-30.5% |