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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,550 |
LANE GORMAN TRUBITT, PLLC4+ years Service code 10 2626 HOWELL ST STE 700 · DALLAS, TX 75204 | Accounting | $17,500 |
DAVID ROMANO1 year Filed as: DAVID,GLENN,HULL Service code 55 101 SUMMIT AVENUE STE 600 · FT WORTH, TX 76102 | Other Commissions | $16,548 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,576 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $8,104 |
POLSINELLI1 year Filed as: POLSINELLI PC Service code 29 900 W 48TH PL STE 900 · KANSAS CITY, MO 64112 | Legal | $3,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,625 | $45,382-72.2% | $154,108-91.8% | $75,289-83.2% |
| Participation rate | 24.8% | 65.9%-41.1pp | 83.0%-58.3pp | 72.4%-47.7pp |
| Annual return | -5.41% | -0.47%-4.9pp | 735.21%-740.6pp | -0.04%-5.4pp |
| Employer contribution / active EE | $165 | $1,533-89.3% | $5,298-96.9% | $2,405-93.2% |
| Participant deferral / active EE | $541 | $2,384-77.3% | $5,081-89.4% | $3,739-85.5% |
| Admin fee / account holder | $57 | $89-36.4% | $13,411-99.6% | $102-44.5% |