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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,988 |
LEE CPA AUDIT GROUP1 year Filed as: LEE INSURANCE SERVICES INC Service code 27 4228 N CENTRAL EXPY STE 220 · DALLAS, TX 75206 | Advisory (Plan) | $10,347 |
Filed as: GLOBAL RETIREMENT PARTNERS .00 LLC Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $3,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,441 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA .00 FUTUR Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $1,670 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 787305097 | Other Fees | $1,035 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,904 | $84,482-70.5% | $125,363-80.1% | $66,930-62.8% |
| Participation rate | 91.8% | 76.4%+15.4pp | 82.4%+9.4pp | 69.8%+22.0pp |
| Annual return | -8.90% | -8.49%-0.4pp | 572.15%-581.0pp | 1.57%-10.5pp |
| Employer contribution / active EE | $5,442 | $3,553+53.2% | $4,815+13.0% | $2,545+113.9% |
| Participant deferral / active EE | $6,024 | $6,782-11.2% | $7,447-19.1% | $4,238+42.2% |
| Admin fee / account holder | $181 | $685-73.6% | $10,005-98.2% | $593-69.5% |