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| Provider | Service type | Compensation |
|---|---|---|
PARK CAPITAL MANAGEMENT LLC4 years Service code 27 740 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $17,479 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,967 |
PREMIER RETIREMENT PARTNERS4 years Service code 13 8040 EXCELSIOR DRIVE · MADISON, WI 53717 | Contract Administrator | $2,100 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $486 |
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 | $42,805 | $65,453-34.6% | $86,698-50.6% | $66,938-36.1% |
| Participation rate | 84.4% | 75.5%+8.9pp | 76.6%+7.8pp | 69.8%+14.6pp |
| Annual return | -16.10% | -10.89%-5.2pp | 35.95%-52.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,593 | $2,154-26.1% | $2,837-43.9% | $2,545-37.4% |
| Participant deferral / active EE | $4,189 | $4,102+2.1% | $4,656-10.0% | $4,238-1.2% |
| Admin fee / account holder | $270 | $642-57.9% | $7,493-96.4% | $594-54.5% |