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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3+ years Service code 55 · EIN 58-1428634 | Other Commissions | $63,481 |
SCREENBEAM INC1 year Service code 99 220 DEVCON DR · SAN JOSE, CA 95112 | Other Fees | $26,750 |
PREMIER TRUST1 year Filed as: PREMIER TRUST INC Service code 99 4465 JONES BLVD · LAS VEGAS, NV 89103 | Other Fees | $2,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $712 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $107 |
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 | $196,056 | $80,992+142.1% | $96,534+103.1% | $75,173+160.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 19.92% | 27.05%-7.1pp | 25.88%-6.0pp | 160.72%-140.8pp |
| Employer contribution / active EE | $1,866 | $2,283-18.2% | $2,965-37.1% | $2,671-30.1% |
| Participant deferral / active EE | $13,435 | $3,929+241.9% | $4,851+177.0% | $4,126+225.6% |
| Admin fee / account holder | $72 | $6,717-98.9% | $8,253-99.1% | $5,651-98.7% |