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| Provider | Service type | Compensation |
|---|---|---|
MAI CAPITAL MANAGEMENT, LLC2 years Filed as: MAI CAPITAL MANAGEMENT LLC Service code 27 1360 E 9TH ST STE 1100 · CLEVELAND, OH 44144 | Advisory (Plan) | $6,244 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $4,005 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,094 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $484 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,658 | $180,978-89.1% | $147,117-86.6% | - |
| Participation rate | 84.8% | 77.3%+7.6pp | 82.2%+2.7pp | - |
| Annual return | 7.36% | 12.24%-4.9pp | 420.54%-413.2pp | - |
| Employer contribution / active EE | $1,180 | $3,338-64.7% | $4,932-76.1% | - |
| Participant deferral / active EE | $1,587 | $6,936-77.1% | $8,065-80.3% | - |
| Admin fee / account holder | $5 | $27,876-100.0% | $12,993-100.0% | - |