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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC1+ years Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $27,709 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,013 |
QDRO CONSULTANTS COMPANY, LLC1+ years Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $56 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,796 | $76,112-43.8% | $96,534-55.7% | $71,511-40.2% |
| Participation rate | 80.2% | 74.4%+5.8pp | 76.0%+4.3pp | 67.9%+12.3pp |
| Annual return | 13.88% | 22.81%-8.9pp | 25.88%-12.0pp | 28.86%-15.0pp |
| Employer contribution / active EE | $1,562 | $2,248-30.5% | $2,965-47.3% | $2,589-39.7% |
| Participant deferral / active EE | $5,148 | $4,217+22.1% | $4,851+6.1% | $4,291+20.0% |
| Admin fee / account holder | $142 | $2,708-94.7% | $8,253-98.3% | $1,588-91.0% |