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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 | $71,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,079 |
TRUOG-RYDING COMPANY, INC.8+ years Service code 13 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $21,690 |
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 | $97,977 | $106,247-7.8% | $147,096-33.4% | $77,714+26.1% |
| Participation rate | 91.4% | 78.4%+13.0pp | 82.2%+9.2pp | 70.6%+20.8pp |
| Annual return | 20.01% | 56.87%-36.9pp | 419.75%-399.7pp | 31.26%-11.2pp |
| Employer contribution / active EE | $10,198 | $4,069+150.6% | $4,936+106.6% | $2,727+274.0% |
| Participant deferral / active EE | $14,574 | $7,996+82.3% | $8,071+80.6% | $4,649+213.5% |
| Admin fee / account holder | $71 | $338-79.0% | $13,005-99.5% | $433-83.6% |