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| Provider | Service type | Compensation |
|---|---|---|
GRADIENT SECURITIES LLC2+ years Service code 55 4570 CHURCHILL STREET · SHOREVIEW, MN 55126 | Other Commissions | $46,204 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45,312 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 13 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $10,145 |
Filed as: GREAT WEST LIFE INSURANCE AND ANNUI Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,594 |
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 | $52,232 | $47,448+10.1% | $94,993-45.0% | $62,293-16.2% |
| Participation rate | 86.1% | 66.5%+19.6pp | 73.9%+12.2pp | 69.5%+16.6pp |
| Annual return | 16.96% | 22.64%-5.7pp | 27.14%-10.2pp | 28.90%-11.9pp |
| Employer contribution / active EE | $2,695 | $1,300+107.3% | $2,603+3.5% | $2,042+32.0% |
| Participant deferral / active EE | $3,345 | $2,375+40.9% | $3,317+0.8% | $3,169+5.5% |
| Admin fee / account holder | $255 | $434-41.2% | $4,960-94.9% | $479-46.7% |