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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 | $43,749+12.8% | $158,223-68.8% | $65,306-24.5% |
| Participation rate | 30.7% | 56.9%-26.2pp | 79.2%-48.5pp | 57.7%-27.0pp |
| Annual return | 10.07% | 19.41%-9.3pp | 52.09%-42.0pp | 21.94%-11.9pp |
| Employer contribution / active EE | $758 | $1,497-49.4% | $4,109-81.6% | $1,967-61.5% |
| Participant deferral / active EE | $1,319 | $2,019-34.7% | $5,467-75.9% | $2,959-55.4% |
| Admin fee / account holder | $143 | $1,930-92.6% | $16,047-99.1% | $3,480-95.9% |