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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC5 years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $8,037 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,065 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,817 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $657 |
Filed as: THE BENEFIT ADVANTAGE INC Service code 13 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $119 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,594 | $65,453-86.9% | $86,691-90.1% | $66,930-87.2% |
| Participation rate | 84.4% | 75.5%+9.0pp | 76.6%+7.9pp | 69.8%+14.6pp |
| Annual return | -17.71% | -10.89%-6.8pp | 35.94%-53.6pp | 1.57%-19.3pp |
| Employer contribution / active EE | $439 | $2,154-79.6% | $2,837-84.5% | $2,545-82.7% |
| Participant deferral / active EE | $2,239 | $4,102-45.4% | $4,656-51.9% | $4,238-47.2% |
| Admin fee / account holder | $9 | $642-98.7% | $7,492-99.9% | $593-98.5% |