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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,344 |
LPL FINANCIAL2 years Service code 55 | Other Commissions | $12,466 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 30-0337628 PO BOX 250 · TIPTON, PA 16684 | Contract Administrator | $1,974 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $1,239 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,238 | $55,470-76.1% | $155,556-91.5% | $74,478-82.2% |
| Participation rate | 98.7% | 61.9%+36.8pp | 78.2%+20.4pp | 67.2%+31.4pp |
| Annual return | 15.14% | 269.80%-254.7pp | 64.84%-49.7pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $749 | $2,267-67.0% | $4,675-84.0% | $2,626-71.5% |
| Participant deferral / active EE | $2,068 | $2,838-27.1% | $5,631-63.3% | $4,350-52.5% |
| Admin fee / account holder | $27 | $1,744-98.4% | $15,885-99.8% | $1,946-98.6% |