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| Provider | Service type | Compensation |
|---|---|---|
PREMIER PLAN CONSULTANTS2 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 · EIN 82-0986372 6215 FERRIS SQ STE 201 · SAN DIEGO, CA 92121 | Contract Administrator | $32,207 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANTY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,783 |
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 | $13,834 | $50,919-72.8% | $155,556-91.1% | $77,762-82.2% |
| Participation rate | 94.9% | 63.1%+31.8pp | 78.2%+16.6pp | 70.6%+24.3pp |
| Annual return | 12.05% | 34.84%-22.8pp | 64.84%-52.8pp | 31.27%-19.2pp |
| Employer contribution / active EE | $1,373 | $1,991-31.1% | $4,675-70.6% | $2,728-49.7% |
| Participant deferral / active EE | $1,291 | $2,824-54.3% | $5,631-77.1% | $4,651-72.2% |
| Admin fee / account holder | $151 | $437-65.5% | $15,885-99.1% | $433-65.1% |