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| Provider | Service type | Compensation |
|---|---|---|
L M KOHN & COMPANY2+ years Service code 55 10151 CARVER RD STE 100 · CINCINNATI, OH 45242 | Other Commissions | $33,673 |
GN NETCOM, INC1 year Service code 99 77 NORTHEASTERN BLVD · NASHUA, NH 03062 | Other Fees | $19,200 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,325 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $855 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,717 | $60,165-9.1% | $74,184-26.2% | $55,167-0.8% |
| Participation rate | 94.2% | 74.2%+20.0pp | 76.6%+17.6pp | 69.0%+25.2pp |
| Annual return | 16.33% | 10.00%+6.3pp | 17.74%-1.4pp | 169.23%-152.9pp |
| Employer contribution / active EE | $2,135 | $1,600+33.5% | $2,370-9.9% | $1,963+8.8% |
| Participant deferral / active EE | $6,150 | $2,973+106.9% | $3,550+73.2% | $3,054+101.4% |
| Admin fee / account holder | $77 | $419-81.6% | $5,586-98.6% | $504-84.7% |