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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,305 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $41,952 |
TG BENEFITS, INC.3 years Filed as: PEAK RETIREMENT GROUP DBA TG BENEFI Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $40,399 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,908 |
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 | $27,243 | $66,486-59.0% | $81,370-66.5% | $77,762-65.0% |
| Participation rate | 92.4% | 68.7%+23.7pp | 69.5%+22.8pp | 70.6%+21.8pp |
| Annual return | 12.89% | 15.95%-3.1pp | 24.85%-12.0pp | 31.27%-18.4pp |
| Employer contribution / active EE | $2,082 | $2,158-3.5% | $2,464-15.5% | $2,728-23.7% |
| Participant deferral / active EE | $4,493 | $3,677+22.2% | $3,885+15.6% | $4,651-3.4% |
| Admin fee / account holder | $221 | $586-62.3% | $5,749-96.2% | $433-48.9% |