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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT AND BENEFIT SYSTEMS LLC Service code 13 | Contract Administrator | $17,484 |
MMLIS1 year Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $7,412 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,400 |
Filed as: RETIREMENT & BENEFIT SYSTEMS LLC Service code 13 · EIN 06-1456310 | Contract Administrator | $0 |
Annual investment return 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 | $246,602 | $88,360+179.1% | $145,433+69.6% | $67,986+262.7% |
| Participation rate | 93.5% | 65.5%+28.0pp | 82.1%+11.4pp | 57.2%+36.3pp |
| Annual return | 8.20% | 63.15%-54.9pp | 66.58%-58.4pp | 31.67%-23.5pp |
| Employer contribution / active EE | $6,917 | $3,054+126.5% | $4,554+51.9% | $2,019+242.6% |
| Participant deferral / active EE | $9,186 | $5,932+54.9% | $7,897+16.3% | $3,358+173.6% |
| Admin fee / account holder | $9 | $3,313-99.7% | $13,129-99.9% | $3,203-99.7% |