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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 | $22,988 |
VALMARK ADVISERS INC2 years Service code 27 130 SPRINGSIDE DRIVE STE 300 · AKRON, OH 44333 | Advisory (Plan) | $7,857 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 25 MERCHANT ST STE 135 · CINCINNATI, OH 43246 | Contract Administrator | $4,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,524 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,176 | $37,440-83.5% | $77,081-92.0% | $66,930-90.8% |
| Participation rate | 99.5% | 52.9%+46.6pp | 67.9%+31.5pp | 69.8%+29.6pp |
| Annual return | -17.36% | -3.26%-14.1pp | 42.33%-59.7pp | 1.57%-18.9pp |
| Employer contribution / active EE | $1,584 | $1,534+3.3% | $2,813-43.7% | $2,545-37.8% |
| Participant deferral / active EE | $2,902 | $2,620+10.8% | $4,428-34.5% | $4,238-31.5% |
| Admin fee / account holder | $123 | $568-78.4% | $5,427-97.7% | $593-79.3% |