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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 13 8515 E. ORCHARD RD. 4T2 · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $90,580 |
DIMENSIONAL FUND ADVISORS8 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | 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 | Investment Management | $0 |
Filed as: MML INVESTMENT ADVISERS, LLC Service code 28 | Investment Management | $0 |
Filed as: MML INVESTMENT ADVISORS, LLC Service code 28 100 BRIGHT MEADOW BLVD · ENFIELD, CT 06082 | 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 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 13.13% | 9.92%+3.2pp | 32.32%-19.2pp | 22.81%-9.7pp |
| Employer contribution / active EE | $432 | $16,139-97.3% | $33,960-98.7% | $18,290-97.6% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |