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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,962 |
Service code 55 704 RIVER PL · MADISON, WI 53716 | Other Commissions | $6,303 |
TG BENEFITS, INC.1 year Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $6,050 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,383 | $50,385-71.5% | $75,501-81.0% | $62,293-76.9% |
| Participation rate | 84.8% | 67.7%+17.1pp | 72.4%+12.5pp | 69.5%+15.3pp |
| Annual return | 20.90% | 19.90%+1.0pp | 27.35%-6.5pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,193 | $1,537-22.4% | $2,352-49.3% | $2,042-41.6% |
| Participant deferral / active EE | $2,523 | $2,445+3.2% | $3,142-19.7% | $3,169-20.4% |
| Admin fee / account holder | $107 | $384-72.1% | $5,801-98.1% | $479-77.6% |