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| Provider | Service type | Compensation |
|---|---|---|
PREMIER RETIREMENT PARTNERS6 years Service code 13 8040 EXCELSIOR DR SUITE 401 · MADISON, WI 53717 | Contract Administrator | $9,906 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,269 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 | Other Commissions | $7,572 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,045 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,859 | $31,741-12.2% | $56,025-50.3% | $200,096-86.1% |
| Participation rate | 13.4% | 32.3%-18.9pp | 52.5%-39.1pp | 72.0%-58.6pp |
| Annual return | 15.28% | 14.72%+0.6pp | 1712.69%-1697.4pp | 34.26%-19.0pp |
| Employer contribution / active EE | $282 | $508-44.5% | $1,042-72.9% | $3,038-90.7% |
| Participant deferral / active EE | $600 | $1,184-49.3% | $1,955-69.3% | $5,090-88.2% |
| Admin fee / account holder | $46 | $426-89.2% | $2,828-98.4% | $269-82.8% |