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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY ADVISORS INC Service code 27 12813 FLUSHING MEADOWS DR · ST LOUIS, MO 63131 | Advisory (Plan) | $18,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,343 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,076 |
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 | $90,685 | $53,925+68.2% | $75,501+20.1% | $69,631+30.2% |
| Participation rate | 93.2% | 71.2%+22.0pp | 72.4%+20.9pp | 70.7%+22.5pp |
| Annual return | 23.53% | 17.84%+5.7pp | 27.35%-3.8pp | 27571.02%-27547.5pp |
| Employer contribution / active EE | $2,886 | $1,802+60.2% | $2,352+22.7% | $2,032+42.0% |
| Participant deferral / active EE | $5,099 | $2,569+98.5% | $3,142+62.3% | $3,224+58.2% |
| Admin fee / account holder | $77 | $97-20.8% | $5,801-98.7% | $110-30.4% |