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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $310,713 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $247,609 |
FIDUCIENT ADVISORS LLC2 years Service code 28 500 QWEST MADISON STREET · CHICAGO, IL 60661 | Investment Management | $61,001 |
RSM US LLP8+ years Service code 10 · EIN 42-0714325 | Accounting | $17,000 |
ESLER & VANDERSCHAAFF CO., L.P.A8+ years Filed as: ESLER & VANDERSCHAAFF CO., LPA Service code 29 2912 SPRINGBORO WEST STE 100 · DAYTON, OH 45439 | Legal | $13,417 |
SUMMIT GLOBAL INVESTMENTS LLC8+ years Service code 33 · EIN 27-3616371 | Securities brokerage | $1,872 |
FIRSTPURPOSE WEALTH LLC1 year Service code 33 · EIN 87-0664290 | Securities brokerage | $1,411 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $379 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,387 | $87,621+14.6% | $86,460+16.1% | $77,906+28.9% |
| Participation rate | 94.0% | 85.8%+8.3pp | 80.3%+13.7pp | 73.7%+20.3pp |
| Annual return | -16.78% | -13.90%-2.9pp | 4399.82%-4416.6pp | 12.16%-28.9pp |
| Employer contribution / active EE | $3,467 | $3,474-0.2% | $3,771-8.1% | $2,846+21.8% |
| Participant deferral / active EE | $5,032 | $8,645-41.8% | $6,954-27.6% | $4,805+4.7% |
| Admin fee / account holder | $93 | $85+10.3% | $6,727-98.6% | $133-29.6% |