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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 | $102,385-47.0% | $147,080-63.1% | $80,935-33.0% |
| Participation rate | 95.1% | 75.9%+19.3pp | 82.2%+12.9pp | 67.7%+27.5pp |
| Annual return | -32.85% | 135.09%-167.9pp | 420.17%-453.0pp | 35.66%-68.5pp |
| Employer contribution / active EE | $1,814 | $3,717-51.2% | $4,933-63.2% | $2,757-34.2% |
| Participant deferral / active EE | $7,268 | $6,651+9.3% | $8,066-9.9% | $4,299+69.1% |
| Admin fee / account holder | $41 | $7,951-99.5% | $12,989-99.7% | $6,924-99.4% |