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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 | $82,133+49.7% | $147,318-16.6% | $64,097+91.8% |
| Participation rate | 90.1% | 62.3%+27.8pp | 82.1%+8.0pp | 55.2%+34.9pp |
| Annual return | 18.32% | 78.78%-60.5pp | 70.43%-52.1pp | 34.64%-16.3pp |
| Employer contribution / active EE | $11,997 | $2,872+317.7% | $4,593+161.2% | $1,891+534.2% |
| Participant deferral / active EE | $17,108 | $5,407+216.4% | $7,906+116.4% | $3,080+455.5% |
| Admin fee / account holder | $141 | $3,730-96.2% | $13,708-99.0% | $3,454-95.9% |