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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 100 SOUTH ASHLEY DR · TAMPA, FL 33602 | Advisory (Plan) | $26,667 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $15,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,259 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,244 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,859 | $79,223-21.9% | $102,460-39.6% | $74,478-16.9% |
| Participation rate | 90.4% | 74.8%+15.7pp | 76.5%+13.9pp | 67.2%+23.2pp |
| Annual return | 14.19% | 54.98%-40.8pp | 29.47%-15.3pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $1,163 | $2,363-50.8% | $3,025-61.6% | $2,626-55.7% |
| Participant deferral / active EE | $4,280 | $4,417-3.1% | $5,056-15.4% | $4,350-1.6% |
| Admin fee / account holder | $216 | $2,003-89.2% | $9,460-97.7% | $1,946-88.9% |