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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 13 8515 E. ORCHARD RD. 4T2 · GREEN VILLAGE, CO 80111 | Contract Administrator | $103,074 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS, LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE MANAGEMENT COMPANY Service code 28 125 WEST 55TH STREET · NEW YORK, NY 10019 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997632 | Investment Management | $0 |
Filed as: MML INVESTMENT ADVISERS, LLC Service code 28 100 BRIGHT MEADOW BLVD. · ENFIELD, CT 06082 | Investment Management | $0 |
PGIM INVESTMENTS5 years Filed as: PGIM INVESTMENTS LLC Service code 28 ONE SEAPORT PLAZA · NEW YORK, NY 10292 | Investment Management | $0 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 28 · EIN 42-1520346 | Investment Management | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP INC Service code 28 · EIN 23-1945930 | Investment Management | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 10.39% | 7.03%+3.4pp | 9.82%+0.6pp | 7.65%+2.7pp |
| Employer contribution / active EE | $703 | $15,106-95.3% | $30,311-97.7% | $20,582-96.6% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |