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| Provider | Service type | Compensation |
|---|---|---|
CPS BENEFITS4 years Filed as: CPS EMPLOYER BENEFITS INSURANCE Service code 27 | Advisory (Plan) | $16,000 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 28 | Investment Management | $2,375 |
HICKS PENSION SERVICES5 years Service code 13 | Contract Administrator | $2,325 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,996 | $78,607-21.1% | $105,624-41.3% | $74,478-16.8% |
| Participation rate | 86.3% | 72.8%+13.5pp | 75.3%+11.1pp | 67.2%+19.1pp |
| Annual return | 12.76% | 15.96%-3.2pp | 116.20%-103.4pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,747 | $4,325+9.8% | $5,013-5.3% | $4,350+9.1% |
| Admin fee / account holder | $174 | $2,220-92.2% | $10,961-98.4% | $1,946-91.1% |