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| Provider | Service type | Compensation |
|---|---|---|
BUKATY COMPANIES O'RENICK WEALTH1+ years Filed as: RESOURCES INVEST. ADV. DBA BUKATY C Service code 27 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $4,566 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,161 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,255 | $75,183-79.7% | $123,894-87.7% | $55,167-72.3% |
| Participation rate | 65.2% | 72.8%-7.6pp | 81.4%-16.2pp | 69.0%-3.7pp |
| Annual return | 0.00% | 19.01%-19.0pp | 47.52%-47.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,385 | $5,084+5.9% | $5,984-10.0% | $3,054+76.3% |
| Admin fee / account holder | $70 | $663-89.5% | $8,357-99.2% | $504-86.2% |