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| Provider | Service type | Compensation |
|---|---|---|
CPS BENEFITS3 years Filed as: CPS EMPLOYER BENEFITS INSURANCE Service code 27 | Advisory (Plan) | $16,000 |
HICKS PENSION SERVICES4 years Service code 13 | Contract Administrator | $2,700 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 | Recordkeeping Fees | $1,510 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,231 | $71,523-27.0% | $98,461-47.0% | $71,511-27.0% |
| Participation rate | 90.6% | 72.7%+17.9pp | 75.2%+15.5pp | 67.9%+22.7pp |
| Annual return | 15.75% | 32.43%-16.7pp | 21.17%-5.4pp | 28.86%-13.1pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,737 | $4,109+15.3% | $4,7380% | $4,291+10.4% |
| Admin fee / account holder | $143 | $1,676-91.5% | $8,961-98.4% | $1,588-91.0% |