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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 | $92,076-4.5% | $105,608-16.8% | $77,714+13.1% |
| Participation rate | 93.3% | 81.0%+12.3pp | 75.3%+18.0pp | 70.6%+22.7pp |
| Annual return | 11.41% | 17.84%-6.4pp | 116.50%-105.1pp | 31.26%-19.8pp |
| Employer contribution / active EE | $5,599 | $3,370+66.1% | $3,167+76.8% | $2,727+105.3% |
| Participant deferral / active EE | $3,527 | $5,390-34.6% | $5,010-29.6% | $4,649-24.1% |
| Admin fee / account holder | $252 | $219+15.0% | $11,028-97.7% | $433-41.9% |