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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,106 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC Service code 27 535 METRO PL S STE 100 · DUBLIN, OH 43017 | Advisory (Plan) | $10,802 |
CLARK, SCHAEFER, HACKETT & CO.9+ years Service code 13 · EIN 31-0800053 | Contract Administrator | $5,696 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W. 112TH ST. STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $5,509 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $74,515 | $80,992-8.0% | $96,534-22.8% | $75,173-0.9% |
| Participation rate | 55.2% | 71.8%-16.6pp | 76.0%-20.8pp | 67.2%-12.0pp |
| Annual return | 16.03% | 27.05%-11.0pp | 25.88%-9.9pp | 160.72%-144.7pp |
| Employer contribution / active EE | $540 | $2,283-76.3% | $2,965-81.8% | $2,671-79.8% |
| Participant deferral / active EE | $2,526 | $3,929-35.7% | $4,851-47.9% | $4,126-38.8% |
| Admin fee / account holder | $298 | $6,717-95.6% | $8,253-96.4% | $5,651-94.7% |