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| Provider | Service type | Compensation |
|---|---|---|
MAGNOLIA CAPITAL ADVISORS1+ years Filed as: MAGNOLIA CAPITAL ADVISORS LLC Service code 26 4500 I-55 NORTH · JACKSON, MA 39211 | Advisory (Participants) | $70,155 |
AZALEA ADMINISTRATION LLC1+ years Service code 13 · EIN 27-0711617 | Contract Administrator | $12,742 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $997 |
SHERIDAN ROAD ADVISORS LLC1+ years Filed as: HUB INTERNATIONAL MIDWEST LTD Service code 13 · EIN 35-0672425 | Contract Administrator | $833 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $125 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
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 | $61,291 | $46,332+32.3% | $143,799-57.4% | $64,819-5.4% |
| Participation rate | 92.8% | 64.2%+28.5pp | 80.3%+12.5pp | 71.5%+21.3pp |
| Annual return | 105.26% | -10.05%+115.3pp | -0.04%+105.3pp | 32.84%+72.4pp |
| Employer contribution / active EE | $3,594 | $1,911+88.1% | $4,952-27.4% | $2,507+43.4% |
| Participant deferral / active EE | $3,363 | $2,647+27.0% | $5,638-40.3% | $4,311-22.0% |
| Admin fee / account holder | $117 | $154-23.9% | $14,677-99.2% | $188-37.7% |