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| Provider | Service type | Compensation |
|---|---|---|
L M KOHN & COMPANY3+ years Service code 55 10151 CARVER RD STE 100 · CINCINNATI, OH 45242 | Other Commissions | $34,615 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,106 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,710 |
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 | $65,415 | $64,909+0.8% | $82,312-20.5% | $62,293+5.0% |
| Participation rate | 98.3% | 74.9%+23.4pp | 76.9%+21.4pp | 69.5%+28.8pp |
| Annual return | 26.87% | 21.18%+5.7pp | 25.88%+1.0pp | 28.90%-2.0pp |
| Employer contribution / active EE | $2,357 | $1,676+40.7% | $2,428-2.9% | $2,042+15.4% |
| Participant deferral / active EE | $8,369 | $3,103+169.7% | $3,706+125.8% | $3,169+164.1% |
| Admin fee / account holder | $19 | $440-95.7% | $5,608-99.7% | $479-96.0% |