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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 | Other Commissions | $103,357 |
Filed as: EMPOWER ADVISORY FROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $72,898 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,120 |
TRUOG-RYDING COMPANY, INC.11+ years Filed as: TRUOG-RYDING COMPANY, INC Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $17,998 |
KIMBERLIN COMPANY, PLLC6 years Filed as: KIMBERLIN COMPANY PLLC Service code 10 6150 W GILA SPRINGS PL, UNIT 24 · CHANDLER, AZ 85226 | Accounting | $13,500 |
ORIENTAL BANK1 year Filed as: ORIENTAL BANK & TRUST Service code 25 P.O.BOX 191429 · SAN JUAN, PR 009191429 | Directed Trustee | $1,719 |
Filed as: OAKWOOD CAPITAL SECURITIES, INC Service code 55 600 HIGHWAY 169 S, STE. 1410 · MINNEAPOLIS, MN 55426 | Other Commissions | $0 |
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 | $53,992 | $83,436-35.3% | $125,529-57.0% | $83,436-35.3% |
| Participation rate | 93.7% | 73.2%+20.6pp | 74.7%+19.0pp | 73.2%+20.6pp |
| Annual return | 18.66% | 19.34%-0.7pp | 202.56%-183.9pp | 19.34%-0.7pp |
| Employer contribution / active EE | $1,596 | $4,072-60.8% | $3,058-47.8% | $4,072-60.8% |
| Participant deferral / active EE | $5,286 | $3,411+55.0% | $4,813+9.8% | $3,411+55.0% |
| Admin fee / account holder | $35 | $265-86.8% | $16,298-99.8% | $265-86.8% |