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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $15,578 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,450 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $3,712 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $418 |
Participant 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 | $31,580 | $79,209-60.1% | $102,434-69.2% | $74,459-57.6% |
| Participation rate | 89.5% | 74.8%+14.7pp | 76.5%+13.0pp | 67.2%+22.3pp |
| Annual return | 9.55% | 54.98%-45.4pp | 29.46%-19.9pp | 1369.70%-1360.2pp |
| Employer contribution / active EE | $1,841 | $2,362-22.1% | $3,023-39.1% | $2,626-29.9% |
| Participant deferral / active EE | $748 | $4,417-83.1% | $5,055-85.2% | $4,350-82.8% |
| Admin fee / account holder | $137 | $2,002-93.2% | $9,462-98.6% | $1,945-93.0% |