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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.
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 | $102,364-87.1% | $211,142-93.8% | $102,364-87.1% |
| Participation rate | 98.4% | 82.9%+15.5pp | 87.3%+11.1pp | 82.9%+15.5pp |
| Annual return | 11.17% | 13.75%-2.6pp | 46.84%-35.7pp | 13.75%-2.6pp |
| Employer contribution / active EE | $584 | $3,994-85.4% | $6,442-90.9% | $3,994-85.4% |
| Participant deferral / active EE | $0 | $5,690-100.0% | $9,284-100.0% | $5,690-100.0% |
| Admin fee / account holder | $95 | $214-55.7% | $19,076-99.5% | $214-55.7% |