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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OAKWOOD CAPITAL SECURITIES,INC. Service code 55 | Other Commissions | $41,019 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,587 |
TRUOG-RYDING COMPANY, INC.7+ years Service code 13 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $17,836 |
KESTRA INVESTMENT SERVICES LLC7+ years Service code 55 5707 SW PKWY, BLDG. 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $12,400 |
Filed as: OAKWOOD CAPITAL SECURITIES, INC Service code 55 600 HIGHWAY 169 S, STE,1410 · MINNEPOLIS, MN 55426 | Other Commissions | $0 |
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 | $72,498 | $95,369-24.0% | $135,942-46.7% | $74,440-2.6% |
| Participation rate | 87.1% | 78.2%+8.9pp | 81.9%+5.2pp | 70.7%+16.4pp |
| Annual return | 23.84% | 32.72%-8.9pp | 68.28%-44.4pp | 34.37%-10.5pp |
| Employer contribution / active EE | $7,130 | $3,878+83.9% | $4,858+46.8% | $2,638+170.3% |
| Participant deferral / active EE | $14,417 | $7,788+85.1% | $7,759+85.8% | $4,529+218.4% |
| Admin fee / account holder | $53 | $266-80.1% | $10,764-99.5% | $348-84.8% |