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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RESOURCES INVESTMENT DBA BUKATY Service code 27 | Advisory (Plan) | $30,339 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 | Investment Management | $5,492 |
Service code 13 | Contract Administrator | $1,950 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,294 | $74,347+13.4% | $93,614-10.0% | $67,579+24.7% |
| Participation rate | 40.4% | 80.6%-40.2pp | 75.8%-35.4pp | 71.3%-30.9pp |
| Annual return | 17.23% | 28.07%-10.8pp | 32.76%-15.5pp | 378.56%-361.3pp |
| Employer contribution / active EE | $0 | $2,583-100.0% | $2,718-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,536 | $4,060-12.9% | $4,069-13.1% | $3,539-0.1% |
| Admin fee / account holder | $185 | $123+50.6% | $7,889-97.7% | $142+29.9% |