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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,877 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,265 |
TG BENEFITS, INC.2 years Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $5,803 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $374 |
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 | $16,159 | $48,261-66.5% | $68,612-76.4% | $55,725-71.0% |
| Participation rate | 84.8% | 71.0%+13.8pp | 72.2%+12.6pp | 70.9%+13.9pp |
| Annual return | -0.88% | -2.61%+1.7pp | -4.63%+3.8pp | 244.93%-245.8pp |
| Employer contribution / active EE | $1,456 | $1,742-16.4% | $2,625-44.5% | $2,078-29.9% |
| Participant deferral / active EE | $2,974 | $2,712+9.7% | $3,311-10.2% | $3,356-11.4% |
| Admin fee / account holder | $144 | $126+13.9% | $5,131-97.2% | $115+24.7% |