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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $11,831 |
STRATOS WEALTH PARTNERS1 year Filed as: STRATOS WEALTH PARTNERS LTD Service code 27 · EIN 27-5273468 | Advisory (Plan) | $5,341 |
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP, INC Service code 13 | Contract Administrator | $437 |
THE HASLAUER GROUP, INC.5 years Filed as: THE HASLAUER GROUP INC Service code 13 · EIN 72-1487108 | Contract Administrator | $300 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $206 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,465 | $76,670-32.9% | $96,683-46.8% | $71,457-28.0% |
| Participation rate | 35.6% | 66.6%-31.0pp | 74.3%-38.7pp | 67.9%-32.3pp |
| Annual return | 68.67% | 48.29%+20.4pp | 35.69%+33.0pp | 28.85%+39.8pp |
| Employer contribution / active EE | $1,565 | $3,031-48.4% | $3,737-58.1% | $2,588-39.5% |
| Participant deferral / active EE | $2,751 | $3,771-27.1% | $4,878-43.6% | $4,289-35.9% |
| Admin fee / account holder | $201 | $2,028-90.1% | $6,730-97.0% | $1,587-87.3% |