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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $107,616 |
FIRST REPUBLIC INVESTMENT MGMT10+ years Filed as: FIRST REPUBLIC SECURITIES CO, LLC Service code 55 | Other Commissions | $64,596 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $34,844 |
Filed as: JP MORGAN Service code 55 50 ROWES WHARF 4TH FLOOR · BOSTON, MA 021102082 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,352 | $122,128-85.0% | $147,080-87.5% | $199,960-90.8% |
| Participation rate | 81.8% | 78.2%+3.7pp | 82.2%-0.3pp | 72.0%+9.8pp |
| Annual return | 13.49% | 30.58%-17.1pp | 420.17%-406.7pp | 34.28%-20.8pp |
| Employer contribution / active EE | $1 | $4,093-100.0% | $4,933-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $2,062 | $8,484-75.7% | $8,066-74.4% | $5,087-59.5% |
| Admin fee / account holder | $56 | $180-69.1% | $12,989-99.6% | $269-79.4% |