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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,510 |
TRUOG-RYDING COMPANY, INC.8 years Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VILLAGE, CA 91105 | Contract Administrator | $16,832 |
Filed as: OAKWOOD CAPITAL SECURITIES, INC Service code 55 600 HIGHWAY 169 S, STE. 1410 · MINNEAPOLIS, MN 55426 | Other Commissions | $9,526 |
Service code 55 5707 SOUTHWEST PKWY BLDG 2, STE 400 · AUSTIN, TX 78735 | Other Commissions | $2,230 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $666 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,929 | $79,955-35.1% | $98,461-47.3% | $75,173-30.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 11.55% | 19.75%-8.2pp | 21.17%-9.6pp | 160.72%-149.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,658 | $3,752+77.4% | $4,738+40.5% | $4,126+61.4% |
| Admin fee / account holder | $220 | $6,841-96.8% | $8,961-97.5% | $5,651-96.1% |