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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,831 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,670 |
BKS RETIREMENT SERVICES3 years Filed as: BKS FINANCIAL INVESTMENTS LLC DBA B Service code 27 25400 US 19 N STE 204 · CLEARWATER, FL 33763 | Advisory (Plan) | $4,000 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,925 | $82,163-53.8% | $125,381-69.8% | $64,819-41.5% |
| Participation rate | 45.6% | 77.9%-32.3pp | 82.4%-36.8pp | 71.5%-25.8pp |
| Annual return | -13.52% | 3.49%-17.0pp | 572.31%-585.8pp | 32.84%-46.4pp |
| Employer contribution / active EE | $1,052 | $3,616-70.9% | $4,815-78.2% | $2,507-58.0% |
| Participant deferral / active EE | $3,446 | $7,175-52.0% | $7,448-53.7% | $4,311-20.1% |
| Admin fee / account holder | $116 | $163-28.6% | $10,007-98.8% | $188-38.0% |