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| Provider | Service type | Compensation |
|---|---|---|
GRATUS WEALTH ADVISORS1 year Filed as: GRATUS WEALTH ADVISORS LLC Service code 27 192 BALLARD CT STE 101 · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $37,908 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $15,825 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,267 |
WILCOX & SAVAGE, P.C.1 year Filed as: WILCOX & SAVAGE P.C Service code 99 440 MONTICELLO AVE STE 2200 · NORFOLK, VA 23510 | Other Fees | $4,737 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
NEWEDGE ADVISORS LLC2 years Filed as: NEW EDGE ADVISORS LLC Service code 27 1251 WATERFRONT PL · PITTSBURGH, PA 15222 | Advisory (Plan) | -$5,119 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,934-100.0% | $147,005-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 15.82% | 98.24%-82.4pp | 418.76%-402.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |