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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,759 |
Filed as: MESIROW FINANCIAL INC Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $40,737 |
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $7,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,034 | $82,163-37.9% | $125,381-59.3% | $64,819-21.3% |
| Participation rate | 68.9% | 77.9%-9.0pp | 82.4%-13.5pp | 71.5%-2.6pp |
| Annual return | -7.45% | 3.49%-10.9pp | 572.31%-579.8pp | 32.84%-40.3pp |
| Employer contribution / active EE | $1,970 | $3,616-45.5% | $4,815-59.1% | $2,507-21.4% |
| Participant deferral / active EE | $6,272 | $7,175-12.6% | $7,448-15.8% | $4,311+45.5% |
| Admin fee / account holder | $260 | $163+59.6% | $10,007-97.4% | $188+38.7% |