Filed September 24, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $33,600 |
HK FINANCIAL SERVICES6 years Filed as: HONKAMP KRUEGER & CO PC Service code 27 2345 JOHN F KENNEDY RD · DUBUQUE, IA 520040699 | Advisory (Plan) | $24,051 |
BRIAN FREEMAN1 year Filed as: BRIAN J KALLBACK DBA VINE & FIG TRE Service code 99 1506 ALTA PL · DUBUQUE, IA 52001 | Other Fees | $7,334 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $559 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,653 | $110,299-26.9% | $102,423-21.3% | $199,593-59.6% |
| Participation rate | 99.0% | 86.3%+12.7pp | 76.5%+22.5pp | 72.0%+27.0pp |
| Annual return | 27.12% | 35.73%-8.6pp | 29.32%-2.2pp | 34.25%-7.1pp |
| Employer contribution / active EE | $2,688 | $3,603-25.4% | $3,023-11.1% | $3,034-11.4% |
| Participant deferral / active EE | $5,573 | $6,376-12.6% | $5,053+10.3% | $5,087+9.6% |
| Admin fee / account holder | $135 | $122+10.1% | $9,451-98.6% | $269-49.9% |