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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 | $256,883 |
CENTRAL DATA SERVICES1 year Service code 10 · EIN 25-1352803 | Accounting | $140,324 |
SPIVAK LIPTON LLP10+ years Filed as: SPIVAK LIPTON, LLP Service code 29 · EIN 13-3494495 | Legal | $64,661 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $43,000 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 11 · EIN 36-4291971 | Actuarial | $25,000 |
LOCKTIGHT SOLUTIONS, INC.3 years Filed as: LOCKTIGHT SOLUTIONS Service code 16 · EIN 22-3825157 | Consulting | $15,098 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $7,358 |
MILLIMAN, INC.2 years Service code 11 · EIN 91-0675641 | Actuarial | $5,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,193 | $118,972-88.9% | $197,124-93.3% | $118,972-88.9% |
| Participation rate | 98.4% | 78.0%+20.5pp | 86.7%+11.7pp | 78.0%+20.5pp |
| Annual return | 11.17% | 15.19%-4.0pp | 44.34%-33.2pp | 15.19%-4.0pp |
| Employer contribution / active EE | $584 | $3,776-84.5% | $6,227-90.6% | $3,776-84.5% |
| Participant deferral / active EE | $0 | $6,017-100.0% | $9,135-100.0% | $6,017-100.0% |
| Admin fee / account holder | $95 | $127-25.1% | $16,298-99.4% | $127-25.1% |