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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $109,573 |
ROPES & GRAY LLP1 year Service code 29 · EIN 04-2233412 | Legal | $23,893 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0318667 | Advisory (Plan) | $13,981 |
KBC HOLDINGS LLC1 year Filed as: KBC HOLDINGS LLC DBA KANON BLOCH CA Service code 27 167 WASHINGTON STREET · NORWELL, MA 02061 | Advisory (Plan) | $5,299 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,950 | $50,820-31.2% | $155,567-77.5% | $77,671-55.0% |
| Participation rate | 89.9% | 63.1%+26.7pp | 78.2%+11.7pp | 70.6%+19.3pp |
| Annual return | 8.01% | 34.85%-26.8pp | 64.74%-56.7pp | 31.21%-23.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,146 | $2,823+11.4% | $5,628-44.1% | $4,648-32.3% |
| Admin fee / account holder | $123 | $436-71.9% | $15,916-99.2% | $430-71.5% |