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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,752 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $16,824 |
LEGACY PROFESSIONALS LLP3 years Filed as: LEGACY PENSIONEERS LLC Service code 13 1820 E RAY ROAD, B105 · CHANDLER, AZ 85225 | Contract Administrator | $14,460 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,727 |
PENSION STRATEGIES, LLC6 years Service code 13 2141 E HIGHLAND AVE STE 180 · PHOENIX, AZ 85016 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,458 | $65,453-65.7% | $86,698-74.1% | $66,938-66.4% |
| Participation rate | 77.8% | 75.5%+2.3pp | 76.6%+1.2pp | 69.8%+8.0pp |
| Annual return | -13.03% | -10.89%-2.1pp | 35.95%-49.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,217 | $2,154-43.5% | $2,837-57.1% | $2,545-52.2% |
| Participant deferral / active EE | $2,887 | $4,102-29.6% | $4,656-38.0% | $4,238-31.9% |
| Admin fee / account holder | $221 | $642-65.6% | $7,493-97.1% | $594-62.8% |