Filed December 17, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1+ years Service code 16 · EIN 36-4001764 | Consulting | $132,560 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 06-1050034 | Recordkeeping | $131,767 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1455663 | Investment Management | $54,313 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $39,375 |
THOMPSON COBURN LLP1+ years Service code 29 · EIN 43-0666662 | Legal | $25,299 |
Participant 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 | $225,856 | $153,743+46.9% | $197,124+14.6% | $103,975+117.2% |
| Participation rate | 82.0% | 91.1%-9.1pp | 86.7%-4.7pp | 72.5%+9.5pp |
| Annual return | 21.22% | 17.60%+3.6pp | 44.34%-23.1pp | 19.41%+1.8pp |
| Employer contribution / active EE | $5,396 | $5,424-0.5% | $6,227-13.4% | $3,722+45.0% |
| Participant deferral / active EE | $5,616 | $9,152-38.6% | $9,135-38.5% | $5,343+5.1% |
| Admin fee / account holder | $143 | $131+8.6% | $16,298-99.1% | $332-57.0% |