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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,413 | $82,202-61.8% | $125,339-74.9% | $64,808-51.5% |
| Participation rate | 83.8% | 77.9%+5.9pp | 82.4%+1.4pp | 71.5%+12.3pp |
| Annual return | -13.79% | 3.48%-17.3pp | 572.05%-585.8pp | 32.82%-46.6pp |
| Employer contribution / active EE | $2,727 | $3,615-24.6% | $4,814-43.3% | $2,506+8.8% |
| Participant deferral / active EE | $6,998 | $7,175-2.5% | $7,446-6.0% | $4,310+62.4% |
| Admin fee / account holder | $142 | $163-12.8% | $10,010-98.6% | $188-24.2% |