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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $112,100 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $56,556 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 3900 KEY CENTER · CLEVELAND, OH 441141291 | Legal | $4,756 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,190 |
Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,649 | $93,462+7.7% | $165,100-39.0% | $99,313+1.3% |
| Participation rate | 51.3% | 79.9%-28.6pp | 78.6%-27.3pp | 71.7%-20.4pp |
| Annual return | 14.21% | 15.71%-1.5pp | 70.21%-56.0pp | 17.67%-3.5pp |
| Employer contribution / active EE | $1,417 | $3,099-54.3% | $4,348-67.4% | $3,264-56.6% |
| Participant deferral / active EE | $3,327 | $5,366-38.0% | $6,035-44.9% | $5,346-37.8% |
| Admin fee / account holder | $53 | $81-34.8% | $12,696-99.6% | $109-51.4% |