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| Provider | Service type | Compensation |
|---|---|---|
ASSUREDPARTNERS CAPITAL INC3 years Service code 27 840 GESSNER RD STE 700 · HOUSTON TX, TX 77024 | Advisory (Plan) | $33,039 |
PREMIER RETIREMENT PARTNERS7 years Filed as: PREMIER RETIREMENT PARTNERS LLC Service code 13 8040 EXCELSIOR DR. STE 401 · MADISON, WI 537172919 | Contract Administrator | $9,006 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,003 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $3,004 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $171 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,972 | $55,932-39.3% | $76,735-55.7% | $67,986-50.0% |
| Participation rate | 95.1% | 50.8%+44.3pp | 69.5%+25.6pp | 57.2%+37.9pp |
| Annual return | 8.87% | 23.10%-14.2pp | 29.77%-20.9pp | 31.67%-22.8pp |
| Employer contribution / active EE | $6,768 | $1,487+355.2% | $2,454+175.8% | $2,019+235.2% |
| Participant deferral / active EE | $0 | $2,558-100.0% | $4,088-100.0% | $3,358-100.0% |
| Admin fee / account holder | $280 | $4,907-94.3% | $7,189-96.1% | $3,203-91.3% |