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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 | $46,497 |
TG BENEFITS, INC.1 year Filed as: PEAK RETIREMENT GROUP DBA TG BENEFI Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $28,358 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $27,338 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,458 |
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 | $17,803 | $56,503-68.5% | $69,884-74.5% | $64,819-72.5% |
| Participation rate | 91.1% | 70.5%+20.7pp | 70.5%+20.7pp | 71.5%+19.7pp |
| Annual return | -15.98% | -13.44%-2.5pp | 190.81%-206.8pp | 32.84%-48.8pp |
| Employer contribution / active EE | $1,869 | $2,046-8.6% | $2,560-27.0% | $2,507-25.4% |
| Participant deferral / active EE | $3,855 | $3,389+13.7% | $3,848+0.2% | $4,311-10.6% |
| Admin fee / account holder | $155 | $160-3.2% | $6,266-97.5% | $188-17.3% |