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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IFP SECURITIES LLC Service code 55 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Other Commissions | $15,882 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,410 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $4,536 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,105 |
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 | $40,795 | $73,839-44.8% | $143,788-71.6% | $68,495-40.4% |
| Participation rate | 79.2% | 66.7%+12.5pp | 80.3%-1.1pp | 67.9%+11.3pp |
| Annual return | -6.17% | 1.01%-7.2pp | -0.03%-6.1pp | -7.84%+1.7pp |
| Employer contribution / active EE | $559 | $3,184-82.4% | $4,952-88.7% | $2,596-78.5% |
| Participant deferral / active EE | $3,452 | $3,384+2.0% | $5,638-38.8% | $4,028-14.3% |
| Admin fee / account holder | $144 | $5,755-97.5% | $14,675-99.0% | $5,403-97.3% |