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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN CONCEPTS & SVCS INC Service code 13 10319 DAWSONS CREEK BLVD., STE A · FORT WAYNE, IN 46825 | Contract Administrator | $7,126 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $2,339 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $828 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 99 2225 WEST WHISPERING WIND DR. ST · PHOENIX, AZ 85085 | Other Fees | $337 |
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 | $54,237 | $102,393-47.0% | $147,041-63.1% | $80,911-33.0% |
| Participation rate | 95.1% | 75.9%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | -32.85% | 134.95%-167.8pp | 419.21%-452.1pp | 35.63%-68.5pp |
| Employer contribution / active EE | $1,814 | $3,715-51.2% | $4,935-63.2% | $2,756-34.2% |
| Participant deferral / active EE | $7,268 | $6,647+9.3% | $8,071-9.9% | $4,297+69.1% |
| Admin fee / account holder | $41 | $7,943-99.5% | $13,006-99.7% | $6,935-99.4% |