Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
GENEOS WEALTH MANAGEMENT INC3 years Filed as: GENEOS WEALTH MANAGEMENT Service code 27 9055 E. MINERAL CR. STREET · CENTENNIAL, CO 80112 | Advisory (Plan) | $9,205 |
Filed as: EMPOWER ANNUITY INSURANCE GROUP Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $8,934 |
Filed as: MEEDER ADVISORY SERVICES, INC. Service code 99 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Other Fees | $3,515 |
Filed as: CWM LLC Service code 27 14600 BRANCH ST. · OMAHA, NE 68154 | Advisory (Plan) | $2,847 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,654 |
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 13 · EIN 48-0890241 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Contract Administrator | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,919 | $54,729-32.5% | $86,235-57.2% | $71,529-48.4% |
| Participation rate | 61.0% | 60.1%+0.9pp | 69.0%-7.9pp | 67.9%-6.9pp |
| Annual return | 15.25% | 20.07%-4.8pp | 1170.03%-1154.8pp | 28.97%-13.7pp |
| Employer contribution / active EE | $1,376 | $1,267+8.6% | $2,381-42.2% | $2,590-46.9% |
| Participant deferral / active EE | $2,249 | $3,110-27.7% | $3,987-43.6% | $4,291-47.6% |
| Admin fee / account holder | $238 | $1,921-87.6% | $6,856-96.5% | $1,588-85.0% |