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| Provider | Service type | Compensation |
|---|---|---|
PREMIER RETIREMENT PARTNERS5 years Service code 13 8040 EXCELSIOR DR SUITE 401 · MADISON, WI 53717 | Contract Administrator | $8,351 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,608 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 | Other Commissions | $5,325 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,250 |
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 | $23,634 | $30,147-21.6% | $58,544-59.6% | $80,149-70.5% |
| Participation rate | 11.4% | 34.4%-23.0pp | 50.9%-39.4pp | 72.9%-61.5pp |
| Annual return | 25.34% | 21.97%+3.4pp | 4249.56%-4224.2pp | 40.39%-15.0pp |
| Employer contribution / active EE | $309 | $528-41.5% | $1,053-70.7% | $2,977-89.6% |
| Participant deferral / active EE | $662 | $1,249-47.0% | $1,923-65.6% | $5,015-86.8% |
| Admin fee / account holder | $42 | $195-78.6% | $2,520-98.3% | $145-71.3% |