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| Provider | Service type | Compensation |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX INVESTMENT SERVICES Service code 27 3200 OLYMPUS BLVD · DALLAS, TX 75019 | Advisory (Plan) | $92,975 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,429 |
PENTEGRA SERVICES, INC.2 years Filed as: PENETEGRA SERVICES INC Service code 13 · EIN 13-3745616 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $26,191 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,295 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,413 | $82,163-61.8% | $125,381-74.9% | $64,819-51.5% |
| Participation rate | 83.8% | 77.9%+5.9pp | 82.4%+1.4pp | 71.5%+12.3pp |
| Annual return | -13.79% | 3.49%-17.3pp | 572.31%-586.1pp | 32.84%-46.6pp |
| Employer contribution / active EE | $2,727 | $3,616-24.6% | $4,815-43.4% | $2,507+8.8% |
| Participant deferral / active EE | $6,998 | $7,175-2.5% | $7,448-6.0% | $4,311+62.3% |
| Admin fee / account holder | $142 | $163-12.8% | $10,007-98.6% | $188-24.2% |