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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TWELVE POINTS WEALTH Service code 27 | Advisory (Plan) | $21,450 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $9,598 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 | Contract Administrator | $8,187 |
Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,904 |
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 | $25,722 | $46,325-44.5% | $143,788-82.1% | $64,814-60.3% |
| Participation rate | 82.7% | 64.2%+18.5pp | 80.3%+2.4pp | 71.5%+11.3pp |
| Annual return | -17.34% | -10.05%-7.3pp | -0.03%-17.3pp | 32.84%-50.2pp |
| Employer contribution / active EE | $1,503 | $1,911-21.3% | $4,952-69.6% | $2,507-40.0% |
| Participant deferral / active EE | $1,592 | $2,647-39.8% | $5,638-71.8% | $4,310-63.1% |
| Admin fee / account holder | $69 | $154-55.4% | $14,675-99.5% | $188-63.5% |