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| Provider | Service type | Compensation |
|---|---|---|
LOREN D. STARK COMPANY4 years Service code 13 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $6,608 |
Filed as: EMPOWER ANNUITY INSURANCE CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,731 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,755 |
LOREN D. STARK COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 13 | Contract Administrator | $2,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,181 | $82,917-57.6% | $103,333-66.0% | $77,643-54.7% |
| Participation rate | 29.1% | 71.6%-42.4pp | 74.5%-45.4pp | 70.6%-41.4pp |
| Annual return | 11.72% | 19.13%-7.4pp | 24.88%-13.2pp | 31.24%-19.5pp |
| Employer contribution / active EE | $1,361 | $3,552-61.7% | $3,868-64.8% | $2,726-50.1% |
| Participant deferral / active EE | $2,316 | $4,108-43.6% | $5,057-54.2% | $4,647-50.2% |
| Admin fee / account holder | $62 | $638-90.2% | $8,355-99.3% | $430-85.5% |