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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,289 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,570 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARAA, CA 93101 | Advisory (Plan) | $7,303 |
TRUOG-RYDING COMPANY, INC.2 years Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $3,450 |
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 | $18,651 | $50,812-63.3% | $155,602-88.0% | $77,692-76.0% |
| Participation rate | 99.1% | 63.1%+36.0pp | 78.2%+20.9pp | 70.6%+28.5pp |
| Annual return | 15.67% | 34.85%-19.2pp | 64.81%-49.1pp | 31.25%-15.6pp |
| Employer contribution / active EE | $3,505 | $1,989+76.3% | $4,675-25.0% | $2,726+28.6% |
| Participant deferral / active EE | $3,505 | $2,822+24.2% | $5,629-37.7% | $4,648-24.6% |
| Admin fee / account holder | $67 | $436-84.5% | $15,923-99.6% | $431-84.3% |