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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE ADVISORS, LLC Service code 55 | Other Commissions | $43,935 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,653 |
RETIREMENT STRATEGIES, INC.10+ years Filed as: RETIREMENT STRATEGIES, LLC Service code 13 107 W MAIN STREET · LITTLE CHUTE, WI 54140 | Contract Administrator | $11,844 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,356 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE ADVISORS Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,847 | $60,454+8.9% | $81,844-19.5% | $74,459-11.6% |
| Participation rate | 85.5% | 63.0%+22.6pp | 72.4%+13.1pp | 67.2%+18.3pp |
| Annual return | 12.58% | 16.87%-4.3pp | 778.87%-766.3pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $702 | $2,630-73.3% | $2,916-75.9% | $2,626-73.3% |
| Participant deferral / active EE | $6,038 | $3,398+77.7% | $4,323+39.7% | $4,350+38.8% |
| Admin fee / account holder | $187 | $1,490-87.5% | $7,355-97.5% | $1,945-90.4% |