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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $89,925 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $48,559 |
JAMES M MOYNA CPA PC2+ years Service code 10 872 S MILWAUKEE AVE STE 124 · LIBERTYVILLE, IL 60048 | Accounting | $25,500 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $16,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,315 |
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 | $27,084 | $52,804-48.7% | $86,617-68.7% | $80,149-66.2% |
| Participation rate | 90.2% | 62.6%+27.6pp | 71.7%+18.5pp | 72.9%+17.3pp |
| Annual return | 21.02% | 24.84%-3.8pp | 591.91%-570.9pp | 40.39%-19.4pp |
| Employer contribution / active EE | $1,535 | $2,140-28.3% | $3,023-49.2% | $2,977-48.4% |
| Participant deferral / active EE | $2,622 | $3,226-18.7% | $4,437-40.9% | $5,015-47.7% |
| Admin fee / account holder | $158 | $113+40.1% | $5,613-97.2% | $145+9.1% |