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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 | $66,398 |
HORAN SECURITIES INC3 years Filed as: HORAN SECURITIES INC. Service code 26 · EIN 31-1448612 | Advisory (Participants) | $28,043 |
Service code 10 · EIN 31-0800053 | Accounting | $20,854 |
ASCENSUS LLC8 years Filed as: LEDBETTER PARISI SOLLARS LLC Service code 29 5078 WOOSTER RD., STE. 400 · CINCINNATI, OH 45226 | Legal | $16,317 |
MACEY VENTURES LLC DBA1 year Service code 13 SOUNDERS ADMINISTRATION SERVICES · CINCINNATI, OH 45224 | Contract Administrator | $10,595 |
Filed as: ARTHUR J. GALLAGHER Service code 22 RISK MANAGEMENT SERVICES LLC · CENTENNIAL, CO 80111 | Insurance Broker | $6,053 |
MURPHY ANDERSON PLLC1 year Filed as: MURPHY INSURANCE AGENCY INC. Service code 99 5767 HARRISON AVE. · CINCINNATI, OH 45248 | Other Fees | $5,948 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,646 | $77,788+56.4% | $119,126+2.1% | $64,728+87.9% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 9.84% | 13.19%-3.3pp | 282.11%-272.3pp | 49.38%-39.5pp |
| Employer contribution / active EE | $7,238 | $4,031+79.5% | $4,034+79.4% | $2,243+222.7% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $182 | $1,365-86.7% | $10,693-98.3% | $1,145-84.1% |