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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROCYON PARTNERS LLC DBA PROCYON AD Service code 27 1 CORPORATE DR STE 225 · SHELTON, CT 064846230 | Advisory (Plan) | $23,642 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON, P.C. Service code 10 3630 PEACHTREE RD NE STE 600 · ATLANTA, GA 30326 | Accounting | $14,500 |
Filed as: R P MILLS ASSOCIATES INC Service code 13 213 N FOUNTAIN STREET · ALLENTOWN, PA 18102 | Contract Administrator | $13,255 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,741 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,641 |
Service code 99 1 CORPORATE DR STE 225 · SHELTON, CT 06484 | Other Fees | $2,370 |
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 | $0 | $88,585-100.0% | $69,884-100.0% | $134,532-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 70.5%-70.5pp | 81.2%-81.2pp |
| Annual return | -13.24% | 442.80%-456.0pp | 190.81%-204.1pp | 418.27%-431.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |