Filed March 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: BROAD STREET CAPITAL PARTNERS, LLC Service code 27 124 VERDAE BLVD SUITE 504 · GREENVILLE, SC 29607 | Advisory (Plan) | $28,070 |
PENSERV PLAN SERVICES, INC.9+ years Filed as: PENSERVCO, INC. Service code 13 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Contract Administrator | $14,015 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,584 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,620 | $56,638-23.0% | $169,368-74.2% | $74,419-41.4% |
| Participation rate | 36.3% | 67.5%-31.3pp | 77.1%-40.9pp | 70.7%-34.5pp |
| Annual return | 19.50% | 24.75%-5.2pp | 405.60%-386.1pp | 34.38%-14.9pp |
| Employer contribution / active EE | $1,349 | $2,027-33.4% | $4,013-66.4% | $2,637-48.8% |
| Participant deferral / active EE | $1,764 | $4,223-58.2% | $6,221-71.6% | $4,528-61.0% |
| Admin fee / account holder | $56 | $307-81.7% | $9,003-99.4% | $348-83.9% |