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| Provider | Service type | Compensation |
|---|---|---|
HICKS PENSION SERVICES4 years Filed as: HICKS PENSION GROUP Service code 13 · EIN 99-0178392 1218 WAIMANU ST. 2ND FLOOR · HONOLULU, HI 96814 | Contract Administrator | $55,071 |
Service code 27 · EIN 61-1758632 432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313 | Advisory (Plan) | $33,970 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,971 |
SAXONY CAPITAL MANAGEMENT4 years Service code 99 · EIN 39-1794957 7401 WATSON RD., STE 86 · ST LOUIS, MO 63119 | Other Fees | $4,025 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,944 |
Filed as: WORLD INVESTEMENT ADVISORS LLC Service code 99 · EIN 61-1758632 24 E COTA ST. STE 200 · SANTA BARBARA, CA 93101 | Other Fees | $1,342 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,529 | $50,919-59.7% | $155,556-86.8% | $77,762-73.6% |
| Participation rate | 90.9% | 63.1%+27.8pp | 78.2%+12.7pp | 70.6%+20.3pp |
| Annual return | 13.09% | 34.84%-21.7pp | 64.84%-51.8pp | 31.27%-18.2pp |
| Employer contribution / active EE | $1,879 | $1,991-5.6% | $4,675-59.8% | $2,728-31.1% |
| Participant deferral / active EE | $4,070 | $2,824+44.1% | $5,631-27.7% | $4,651-12.5% |
| Admin fee / account holder | $193 | $437-55.7% | $15,885-98.8% | $433-55.3% |