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| Provider | Service type | Compensation |
|---|---|---|
STRATOS WEALTH PARTNERS5 years Service code 27 · EIN 27-5273468 | Advisory (Plan) | $75,544 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $37,860 |
EMPLOYEE PLAN COMPLIANCE COMPANY10+ years Service code 13 · EIN 72-0837456 | Contract Administrator | $17,510 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,064 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,903 | $92,186-4.6% | $105,624-16.8% | $77,762+13.0% |
| Participation rate | 93.3% | 81.0%+12.3pp | 75.3%+18.0pp | 70.6%+22.7pp |
| Annual return | 11.41% | 17.83%-6.4pp | 116.20%-104.8pp | 31.27%-19.9pp |
| Employer contribution / active EE | $5,599 | $3,376+65.9% | $3,168+76.8% | $2,728+105.2% |
| Participant deferral / active EE | $3,527 | $5,395-34.6% | $5,013-29.6% | $4,651-24.2% |
| Admin fee / account holder | $252 | $219+15.0% | $10,961-97.7% | $433-41.8% |