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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,850 |
ASCENSUS LLC1+ years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $29,366 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 5707 SWST PRKWY · AUSTIN, TX 78735 | Advisory (Plan) | $20,000 |
JAMES M MOYNA CPA PC1+ years Service code 10 872 S MILWAUKEE AVE · LIBERTYVILLE, IL 60048 | Accounting | $12,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,389 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,151 | $58,908-64.1% | $82,744-74.4% | - |
| Participation rate | 87.6% | 68.0%+19.6pp | 72.6%+15.0pp | - |
| Annual return | -14.69% | -8.97%-5.7pp | 702.22%-716.9pp | - |
| Employer contribution / active EE | $1,459 | $1,912-23.7% | $3,008-51.5% | - |
| Participant deferral / active EE | $2,612 | $2,996-12.8% | $4,395-40.6% | - |
| Admin fee / account holder | $108 | $4,022-97.3% | $5,325-98.0% | - |