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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,681 | $36,904+12.9% | $158,223-73.7% | $65,191-36.1% |
| Participation rate | 52.0% | 62.1%-10.1pp | 79.2%-27.2pp | 63.0%-11.0pp |
| Annual return | 10.61% | 24.43%-13.8pp | 52.09%-41.5pp | 51.24%-40.6pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $3,047 | $1,936+57.4% | $5,467-44.3% | $2,671+14.1% |
| Admin fee / account holder | $27 | $793-96.6% | $16,047-99.8% | $907-97.0% |