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| Provider | Service type | Compensation |
|---|---|---|
PREMIER RETIREMENT PARTNERS4 years Service code 13 8040 EXCELSIOR DR SUITE 401 · MADISON, WI 53717 | Contract Administrator | $6,401 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 | Other Commissions | $4,140 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,597 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,050 |
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 | $18,555 | $26,906-31.0% | $61,452-69.8% | $77,906-76.2% |
| Participation rate | 14.6% | 33.4%-18.9pp | 52.6%-38.0pp | 73.7%-59.1pp |
| Annual return | -16.98% | -14.46%-2.5pp | 338.96%-355.9pp | 12.16%-29.1pp |
| Employer contribution / active EE | $267 | $521-48.7% | $1,160-77.0% | $2,846-90.6% |
| Participant deferral / active EE | $571 | $1,180-51.6% | $2,125-73.1% | $4,805-88.1% |
| Admin fee / account holder | $28 | $117-76.1% | $2,131-98.7% | $133-78.9% |