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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 | $18,845 |
GOLDSTEIN ADVISORS LLC2 years Service code 27 2501 PARMENTER STREET · MIDDLETON, WI 53562 | Advisory (Plan) | $13,982 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 53404 | Contract Administrator | $4,370 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT Service code 13 | Contract Administrator | $2,592 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0532243 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $584 |
Filed as: RETIREMENT PLAN ALLIANCE Service code 13 · EIN 81-3301116 PO BOX44012 · RACINE, WI 53404 | Contract Administrator | $505 |
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 | $35,095 | $50,812-30.9% | $155,602-77.4% | $77,692-54.8% |
| Participation rate | 22.4% | 63.1%-40.7pp | 78.2%-55.8pp | 70.6%-48.2pp |
| Annual return | 13.39% | 34.85%-21.5pp | 64.81%-51.4pp | 31.25%-17.9pp |
| Employer contribution / active EE | $391 | $1,989-80.3% | $4,675-91.6% | $2,726-85.6% |
| Participant deferral / active EE | $1,078 | $2,822-61.8% | $5,629-80.8% | $4,648-76.8% |
| Admin fee / account holder | $202 | $436-53.6% | $15,923-98.7% | $431-53.0% |