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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $9,157 |
DELUZIO & COMPANY, LLP3 years Filed as: DELUZIO & COMPANY LLP Service code 10 351 HARVEY AVE STE A · GREENSBURG, PA 15601 | Accounting | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,084 | $50,815-25.1% | $155,509-75.5% | $77,643-51.0% |
| Participation rate | 51.8% | 63.1%-11.3pp | 78.2%-26.4pp | 70.6%-18.8pp |
| Annual return | 9.07% | 34.80%-25.7pp | 64.67%-55.6pp | 31.24%-22.2pp |
| Employer contribution / active EE | $1,478 | $1,993-25.8% | $4,672-68.4% | $2,726-45.8% |
| Participant deferral / active EE | $1,985 | $2,822-29.7% | $5,626-64.7% | $4,647-57.3% |
| Admin fee / account holder | $67 | $437-84.7% | $15,912-99.6% | $430-84.5% |