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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 19 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities Custodian | $10,656 |
ANDERSON, TACKMAN & COMPANY, PLC2+ years Filed as: ANDERSON, TACKMAN & COMPANY Service code 10 · EIN 38-1977929 1249 W. LIEBAU ROAD, SUITE 200 · MEQUON, WI 53092 | Accounting | $7,950 |
Filed as: PLANNED FINANCIAL GROWTH COMPANY Service code 28 629 N HERITA ST · SANIBEL, FL 33957 | Investment Management | $6,225 |
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $18,508 | $54,541-66.1% | $78,778-76.5% | $70,126-73.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 1.92% | 21.07%-19.2pp | 35.62%-33.7pp | 73.15%-71.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $150 | $3,709-96.0% | $5,134-97.1% | $4,645-96.8% |