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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 | $75,058+228.5% | $152,301+61.9% | $64,340+283.3% |
| Participation rate | 93.5% | 60.9%+32.6pp | 82.4%+11.0pp | 55.2%+38.2pp |
| Annual return | 8.20% | 29.93%-21.7pp | 80.50%-72.3pp | 24.14%-15.9pp |
| Employer contribution / active EE | $6,917 | $2,605+165.5% | $4,624+49.6% | $1,862+271.5% |
| Participant deferral / active EE | $9,186 | $5,041+82.2% | $8,004+14.8% | $2,980+208.2% |
| Admin fee / account holder | $9 | $4,050-99.8% | $14,398-99.9% | $3,703-99.8% |