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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OAKWOOD CAPITAL SECURITIES, INC Service code 55 600 HIGHWAY 169 S, STE,1410 · MINNEPOLIS, MN 55426 | Other Commissions | $87,769 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,589 |
TRUOG-RYDING COMPANY, INC.9+ years Service code 13 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $23,768 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,452 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,934 | $88,360+39.1% | $145,433-15.5% | $67,986+80.8% |
| Participation rate | 90.1% | 65.5%+24.6pp | 82.1%+8.0pp | 57.2%+32.9pp |
| Annual return | 18.32% | 63.15%-44.8pp | 66.58%-48.3pp | 31.67%-13.3pp |
| Employer contribution / active EE | $11,997 | $3,054+292.8% | $4,554+163.4% | $2,019+494.3% |
| Participant deferral / active EE | $17,108 | $5,932+188.4% | $7,897+116.6% | $3,358+409.5% |
| Admin fee / account holder | $141 | $3,313-95.8% | $13,129-98.9% | $3,203-95.6% |