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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TWELVE POINTS WEALTH MGMT LLC Service code 27 9 POND LN STE 3A · CONCORD, MA 01742 | Advisory (Plan) | $37,541 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,383 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,066 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $12,634 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,275 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,767 | $50,902-21.9% | $155,534-74.4% | $77,736-48.8% |
| Participation rate | 77.5% | 63.1%+14.4pp | 78.2%-0.7pp | 70.6%+6.9pp |
| Annual return | 15.84% | 34.85%-19.0pp | 64.92%-49.1pp | 31.26%-15.4pp |
| Employer contribution / active EE | $85 | $1,991-95.7% | $4,675-98.2% | $2,728-96.9% |
| Participant deferral / active EE | $1,811 | $2,824-35.9% | $5,630-67.8% | $4,651-61.1% |
| Admin fee / account holder | $154 | $437-64.7% | $15,900-99.0% | $433-64.4% |