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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $39,057 |
INDEPENDENT FINANCIAL GROUP LLC10+ years Service code 55 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Other Commissions | $28,101 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,453 |
ACTUARIAL BENEFITS CORP10+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $10,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,995 | $101,653-33.1% | $147,080-53.8% | $74,459-8.7% |
| Participation rate | 93.1% | 75.6%+17.5pp | 82.2%+10.9pp | 67.2%+25.9pp |
| Annual return | 9.00% | 8754.98%-8746.0pp | 420.17%-411.2pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,651 | $7,304-50.0% | $8,066-54.7% | $4,350-16.1% |
| Admin fee / account holder | $276 | $1,752-84.2% | $12,989-97.9% | $1,945-85.8% |