Filed March 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3 years Filed as: BROAD STREET CAPITAL PARTNERS, LLC Service code 27 124 VERDAE BLVD SUITE 504 · GREENVILLE, SC 29607 | Advisory (Plan) | $28,737 |
PENSERV PLAN SERVICES, INC.10+ years Filed as: PENSERVCO, INC. Service code 13 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Contract Administrator | $17,303 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,967 |
Filed as: FIRST HORIZON ADVISORS, INC. Service code 27 530 OAK COURT DRIVE · MEMPHIS, TN 38117 | Advisory (Plan) | $1,155 |
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 | $55,557 | $62,624-11.3% | $177,989-68.8% | $77,643-28.4% |
| Participation rate | 30.2% | 66.8%-36.6pp | 77.1%-46.9pp | 70.6%-40.4pp |
| Annual return | 12.83% | 16.16%-3.3pp | 294.48%-281.7pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,557 | $1,909-18.4% | $3,949-60.6% | $2,726-42.9% |
| Participant deferral / active EE | $2,059 | $4,219-51.2% | $6,276-67.2% | $4,647-55.7% |
| Admin fee / account holder | $222 | $386-42.6% | $10,363-97.9% | $430-48.5% |