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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,530 |
VALMARK ADVISERS INC4 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $16,566 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 25 MERCHANT ST STE 135 · CINCINNATI, OH 43246 | Contract Administrator | $5,484 |
Service code 13 | Contract Administrator | $3,275 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,374 |
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 | $12,461 | $45,123-72.4% | $85,240-85.4% | $74,478-83.3% |
| Participation rate | 95.1% | 49.4%+45.8pp | 67.5%+27.6pp | 67.2%+27.9pp |
| Annual return | 13.24% | 26.32%-13.1pp | 66.75%-53.5pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $2,197 | $1,459+50.6% | $2,735-19.7% | $2,626-16.4% |
| Participant deferral / active EE | $3,833 | $2,736+40.1% | $4,527-15.3% | $4,350-11.9% |
| Admin fee / account holder | $223 | $2,215-89.9% | $6,165-96.4% | $1,946-88.6% |