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| Provider | Service type | Compensation |
|---|---|---|
MAGNOLIA CAPITAL ADVISORS2+ years Filed as: MAGNOLIA CAPITAL ADVISORS LLC Service code 26 4500 I-55 NORTH · JACKSON, MA 39211 | Advisory (Participants) | $156,621 |
SHERIDAN ROAD ADVISORS LLC2+ years Filed as: HUB INTERNATIONAL MIDWEST LTD Service code 13 · EIN 35-0672425 | Contract Administrator | $24,930 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,826 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $10 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,869 | $50,151+47.3% | $149,696-50.7% | $80,157-7.8% |
| Participation rate | 91.0% | 64.3%+26.7pp | 78.8%+12.2pp | 72.9%+18.1pp |
| Annual return | 24.92% | 29.80%-4.9pp | 134.46%-109.5pp | 40.39%-15.5pp |
| Employer contribution / active EE | $3,815 | $1,867+104.4% | $4,821-20.9% | $2,977+28.1% |
| Participant deferral / active EE | $5,584 | $3,194+74.8% | $5,682-1.7% | $5,015+11.3% |
| Admin fee / account holder | $123 | $153-19.2% | $13,212-99.1% | $145-14.9% |