Filed April 4, 2022 (most recent of 2 filings on file)
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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 | $116,177 |
Filed as: PROVENANCE WEALTH ADVISORS LLC Service code 27 200 S BISCAYNE BLVD · MIAMI, FL 331312310 | Advisory (Plan) | $61,541 |
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 | $48,016 | $84,993-43.5% | $130,045-63.1% | $80,157-40.1% |
| Participation rate | 93.1% | 79.5%+13.6pp | 78.5%+14.6pp | 72.9%+20.2pp |
| Annual return | 16.41% | 23.76%-7.4pp | -137.30%+153.7pp | 40.39%-24.0pp |
| Employer contribution / active EE | $1,556 | $3,051-49.0% | $4,321-64.0% | $2,977-47.8% |
| Participant deferral / active EE | $4,120 | $4,984-17.3% | $5,820-29.2% | $5,015-17.8% |
| Admin fee / account holder | $135 | $391-65.5% | $10,600-98.7% | $145-6.9% |