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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $17,147 |
TRAMER SHORE & ZWICK3+ years Filed as: TRAMER & ZWICK INC Service code 10 23775 COMMERCE PARK STE 1 · BEACHWOOD, OH 44122 | Accounting | $4,950 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,163 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,100 | $64,909+31.1% | $82,312+3.4% | $62,293+36.6% |
| Participation rate | 62.2% | 74.9%-12.7pp | 76.9%-14.7pp | 69.5%-7.4pp |
| Annual return | 15.71% | 21.18%-5.5pp | 25.88%-10.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $333 | $1,676-80.1% | $2,428-86.3% | $2,042-83.7% |
| Participant deferral / active EE | $3,135 | $3,103+1.0% | $3,706-15.4% | $3,169-1.1% |
| Admin fee / account holder | $53 | $440-87.8% | $5,608-99.0% | $479-88.8% |