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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $106,101 |
KATHMERE CAPITAL MANAGEMENT4 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Advisory (Plan) | $73,494 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,134 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $73,710-100.0% | $98,450-100.0% | - |
| Participation rate | 0.0% | 64.9%-64.9pp | 75.2%-75.2pp | - |
| Annual return | 15.48% | 11.66%+3.8pp | 21.16%-5.7pp | - |
| Employer contribution / active EE | $0 | $2,125-100.0% | $3,049-100.0% | - |
| Participant deferral / active EE | $0 | $4,019-100.0% | $4,739-100.0% | - |
| Admin fee / account holder | $0 | $12,790-100.0% | $8,961-100.0% | - |