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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 | $54,889 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 | Advisory (Plan) | $47,341 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,659 |
TRISTAR PENSION LTD1 year Filed as: TRISTAR PENSION, LTD Service code 13 | Contract Administrator | $6,417 |
NOVA 401(K) ASSOCIATES8 years Service code 13 10777 NORTHWEST FREEWAY STE 440 · HOUSTON TX, TX 77092 | Contract Administrator | $3,583 |
TRISTAR PENSION LTD1 year Filed as: TRISTAR PENSION CONSULTING Service code 13 · EIN 73-1553813 9150 NORTH MAY AVENUE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,116 | $106,164-64.1% | $147,041-74.1% | $77,692-50.9% |
| Participation rate | 96.5% | 78.4%+18.1pp | 82.2%+14.3pp | 70.6%+25.9pp |
| Annual return | 14.17% | 56.81%-42.6pp | 419.21%-405.0pp | 31.25%-17.1pp |
| Employer contribution / active EE | $2,004 | $4,066-50.7% | $4,935-59.4% | $2,726-26.5% |
| Participant deferral / active EE | $5,578 | $7,993-30.2% | $8,071-30.9% | $4,648+20.0% |
| Admin fee / account holder | $216 | $338-36.1% | $13,006-98.3% | $431-49.8% |