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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Advisory (Plan) | $16,746 |
Filed as: EMPOWER ANNUITY INSURAANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,161 |
Service code 13 · EIN 26-3465772 PO BOX 636 · SNOHOMISH, WA 98291 | Contract Administrator | $6,149 |
Filed as: GREAT WEST LIFE Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $0 |
MGROUP6 years Service code 17 1584 RESOLUTE ST · CELEBRATION, FL 34747 | Pension Consulting | $0 |
Participant contribution per participant 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 | $25,800 | $64,176-59.8% | $112,263-77.0% | $66,949-61.5% |
| Participation rate | 78.1% | 68.4%+9.7pp | 75.1%+3.1pp | 69.8%+8.3pp |
| Annual return | -17.98% | -13.80%-4.2pp | 27.49%-45.5pp | 1.57%-19.6pp |
| Employer contribution / active EE | $4,328 | $3,007+43.9% | $3,636+19.0% | $2,545+70.0% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $272 | $626-56.6% | $6,410-95.8% | $594-54.2% |