Filed June 24, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SILVER OAK SECURITIES. INC2 years Filed as: SILVER OAK SECURITIES INC. Service code 55 | Other Commissions | $51,727 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,479 |
CROWE LLP6 years Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 46601 | Accounting | $13,125 |
DEVLIN & HALE ASSOCIATES, INC.10+ years Service code 13 · EIN 06-1080876 2275 SILAS DEANE HIGHWAY · ROCKY HILL, CT 060672329 | Contract Administrator | $5,000 |
SILVER OAK SECURITIES. INC2 years Filed as: SILVER OAK SECURITIES, INC. Service code 55 403 N PARKWAY STE 101 · JACKSON, TN 383055210 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,723 | $129,021+35.4% | $184,203-5.1% | $77,643+125.0% |
| Participation rate | 98.8% | 87.3%+11.5pp | 86.8%+12.0pp | 70.6%+28.2pp |
| Annual return | 17.72% | 33.27%-15.6pp | 28.81%-11.1pp | 31.24%-13.5pp |
| Employer contribution / active EE | $4,019 | $4,413-8.9% | $6,427-37.5% | $2,726+47.4% |
| Participant deferral / active EE | $10,850 | $7,297+48.7% | $9,131+18.8% | $4,647+133.5% |
| Admin fee / account holder | $148 | $254-41.8% | $13,901-98.9% | $430-65.7% |