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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 | $10,106 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $5,480 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,599 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,301 | $51,226+33.3% | $82,706-17.4% | $66,930+2.0% |
| Participation rate | 94.0% | 67.9%+26.1pp | 72.6%+21.4pp | 69.8%+24.2pp |
| Annual return | -13.81% | -9.61%-4.2pp | 701.76%-715.6pp | 1.57%-15.4pp |
| Employer contribution / active EE | $3,652 | $2,612+39.8% | $3,007+21.4% | $2,545+43.5% |
| Participant deferral / active EE | $5,745 | $3,460+66.0% | $4,394+30.8% | $4,238+35.6% |
| Admin fee / account holder | $89 | $416-78.5% | $5,329-98.3% | $593-85.0% |