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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $379,235 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $62,707 |
SPIVAK LIPTON LLP9+ years Filed as: SPIVAK LIPTON, LLP Service code 29 · EIN 13-3494495 | Legal | $53,419 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 11 · EIN 36-4291971 | Actuarial | $25,000 |
Filed as: BRIDGEWAY TECHNOLOGIES Service code 15 · EIN 23-2182079 | Recordkeeping | $22,379 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $22,000 |
LOCKTIGHT SOLUTIONS, INC.2 years Filed as: LOCKTIGHT SOLUTIONS Service code 16 · EIN 22-3825157 | Consulting | $6,465 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,225 | $145,513-91.6% | $184,256-93.4% | $99,313-87.7% |
| Participation rate | 99.4% | 90.3%+9.1pp | 86.8%+12.6pp | 71.7%+27.7pp |
| Annual return | 17.28% | 21.25%-4.0pp | 28.85%-11.6pp | 17.67%-0.4pp |
| Employer contribution / active EE | $605 | $5,354-88.7% | $6,427-90.6% | $3,264-81.5% |
| Participant deferral / active EE | $0 | $8,423-100.0% | $9,133-100.0% | $5,346-100.0% |
| Admin fee / account holder | $122 | $78+56.6% | $13,899-99.1% | $109+11.5% |