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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Investment Management | $16,205 |
LPL FINANCIAL1 year Service code 28 101 N BLAKELY ST · DUNMORE, PA 18512 | Investment Management | $7,509 |
EZTPA, LLC1 year Filed as: EZTPA,LLC Service code 13 | Contract Administrator | $4,905 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $2,500 |
Filed as: CARDINAL PENSION GROUP, INC Service code 13 PO BOX 5268 · WEST CHESTER, PA 19380 | Contract Administrator | $1,166 |
Filed as: EMPOWER ADVISORY GROUP, LL Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $399 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,336 | $41,016+20.3% | $152,093-67.6% | $64,097-23.0% |
| Participation rate | 30.7% | 51.3%-20.6pp | 77.8%-47.1pp | 55.2%-24.5pp |
| Annual return | 10.07% | 39.60%-29.5pp | 66.36%-56.3pp | 34.64%-24.6pp |
| Employer contribution / active EE | $758 | $1,342-43.6% | $4,175-81.9% | $1,891-59.9% |
| Participant deferral / active EE | $1,319 | $1,927-31.6% | $5,451-75.8% | $3,080-57.2% |
| Admin fee / account holder | $143 | $2,305-93.8% | $14,497-99.0% | $3,454-95.9% |