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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 P O BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $6,107 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,543 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,388 |
PASI, LLC2 years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $2,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,681 | $42,909-2.9% | $152,093-72.6% | $71,012-41.3% |
| Participation rate | 52.0% | 54.7%-2.7pp | 77.8%-25.8pp | 58.6%-6.6pp |
| Annual return | 10.61% | 30.57%-20.0pp | 66.36%-55.7pp | 37.67%-27.1pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $3,047 | $1,904+60.0% | $5,451-44.1% | $3,246-6.1% |
| Admin fee / account holder | $27 | $1,014-97.3% | $14,497-99.8% | $1,167-97.7% |