Filed May 15, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,806 |
HAYS COMPANIES2 years Filed as: HAYS FINANCIAL GROUP LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $13,168 |
Service code 13 · EIN 41-0955056 | Contract Administrator | $4,860 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $887 |
HAYS COMPANIES1 year Filed as: HAYS GROUP INC DBA HAYS COMPANIES Service code 27 · EIN 41-1931920 | Advisory (Plan) | $677 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 · EIN 84-0467907 | Investment Management | $2 |
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 | $22,672 | $59,140-61.7% | $160,037-85.8% | $66,949-66.1% |
| Participation rate | 92.6% | 68.1%+24.5pp | 78.0%+14.6pp | 69.8%+22.8pp |
| Annual return | -17.03% | -12.25%-4.8pp | 408.95%-426.0pp | 1.57%-18.6pp |
| Employer contribution / active EE | $2,657 | $1,982+34.1% | $4,226-37.1% | $2,545+4.4% |
| Participant deferral / active EE | $4,340 | $4,399-1.3% | $6,184-29.8% | $4,239+2.4% |
| Admin fee / account holder | $123 | $591-79.3% | $8,716-98.6% | $594-79.3% |