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| Provider | Service type | Compensation |
|---|---|---|
LOREN D. STARK COMPANY3 years Service code 13 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $5,226 |
Filed as: EMPOWER ANNUITY INSURANCE CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,250 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D STARK COMPANY Service code 13 | Contract Administrator | $2,130 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,714 | $93,010-68.1% | $96,515-69.2% | $74,460-60.1% |
| Participation rate | 23.8% | 71.6%-47.7pp | 74.3%-50.5pp | 70.7%-46.9pp |
| Annual return | 17.18% | 37.50%-20.3pp | 35.73%-18.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $897 | $3,427-73.8% | $3,740-76.0% | $2,638-66.0% |
| Participant deferral / active EE | $1,623 | $3,971-59.1% | $4,880-66.7% | $4,530-64.2% |
| Admin fee / account holder | $40 | $633-93.6% | $6,735-99.4% | $348-88.4% |