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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 | $56,121-39.5% | $92,985-63.5% | $64,340-47.2% |
| Participation rate | 95.1% | 44.9%+50.2pp | 69.5%+25.6pp | 55.2%+39.9pp |
| Annual return | 8.87% | 19.19%-10.3pp | 27.99%-19.1pp | 24.14%-15.3pp |
| Employer contribution / active EE | $6,768 | $1,351+400.8% | $2,662+154.2% | $1,862+263.5% |
| Participant deferral / active EE | $0 | $2,362-100.0% | $4,377-100.0% | $2,980-100.0% |
| Admin fee / account holder | $280 | $6,869-95.9% | $9,463-97.0% | $3,703-92.4% |