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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPNAY Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,222 |
VRAKAS S.C.1 year Filed as: VRAKAS/BLOOM, S.C. Service code 10 · EIN 39-1453055 445 SOUTH MOORELAND ROAD · BROOKFIELD, WI 53005 | Accounting | $11,000 |
GOLDSTEIN ADVISORS LLC1 year Service code 27 2501 PARMENTER STREET · MIDDLETON, WI 53562 | Advisory (Plan) | $9,354 |
Filed as: RETIREMENT PLAN ALLIANCE Service code 13 · EIN 81-3301116 PO BOX44012 · RACINE, WI 53404 | Contract Administrator | $3,419 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0532243 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Advisory (Plan) | $0 |
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 | $31,121 | $47,163-34.0% | $149,696-79.2% | $74,460-58.2% |
| Participation rate | 25.3% | 63.4%-38.1pp | 78.8%-53.5pp | 70.7%-45.4pp |
| Annual return | 13.63% | 22.75%-9.1pp | 134.46%-120.8pp | 34.38%-20.8pp |
| Employer contribution / active EE | $406 | $1,907-78.7% | $4,821-91.6% | $2,638-84.6% |
| Participant deferral / active EE | $1,118 | $2,730-59.0% | $5,682-80.3% | $4,530-75.3% |
| Admin fee / account holder | $224 | $343-34.8% | $13,212-98.3% | $348-35.7% |