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| Provider | Service type | Compensation |
|---|---|---|
GAVION, LLC2 years Service code 27 · EIN 46-2642087 6000 POPLAR AVE, STE 325 · MEMPHIS, TN 38119 | Advisory (Plan) | $26,785 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,148 |
WATKINS UIBERALL, PLLC1 year Filed as: WATKINS UIBERALL PLLC Service code 10 1661 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Accounting | $10,200 |
Service code 13 1661 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Contract Administrator | $9,664 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,885 | $31,424+11.0% | $81,473-57.2% | $69,631-49.9% |
| Participation rate | 41.7% | 50.8%-9.2pp | 68.0%-26.3pp | 70.7%-29.0pp |
| Annual return | 16.88% | 22.44%-5.6pp | 38.78%-21.9pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $596 | $1,029-42.1% | $2,568-76.8% | $2,032-70.7% |
| Participant deferral / active EE | $2,397 | $1,838+30.4% | $3,537-32.2% | $3,224-25.7% |
| Admin fee / account holder | $241 | $103+134.8% | $4,561-94.7% | $110+118.1% |