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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 8040 EXCELSIOR DR · MADISON, WI 53717 | Contract Administrator | $15,174 |
Filed as: ASSUREDPARTNERS CAPITAL INC Service code 27 200 COLONIAL CENTER PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $11,839 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,864 |
STADION MONEY MANAGEMENT7 years Service code 26 · EIN 45-1564286 | Advisory (Participants) | $2,878 |
UNITED OF OMAHA10+ years Service code 50 · EIN 47-0322111 | Direct Payment | $791 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $789 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,874 | $55,902-78.8% | $76,030-84.4% | $80,959-85.3% |
| Participation rate | 83.1% | 62.1%+21.1pp | 69.1%+14.1pp | 67.7%+15.5pp |
| Annual return | 43.98% | 20.59%+23.4pp | 361.54%-317.6pp | 35.67%+8.3pp |
| Employer contribution / active EE | $3,057 | $1,867+63.8% | $2,688+13.8% | $2,757+10.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $254 | $5,239-95.2% | $6,421-96.0% | $6,925-96.3% |