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| Provider | Service type | Compensation |
|---|---|---|
PARK CAPITAL MANAGEMENT LLC5 years Service code 27 740 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $18,833 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,414 |
PREMIER RETIREMENT PARTNERS5 years Service code 13 8040 EXCELSIOR DRIVE · MADISON, WI 53717 | Contract Administrator | $1,001 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $884 |
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 | $47,404 | $76,112-37.7% | $96,534-50.9% | $71,511-33.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 18.18% | 22.81%-4.6pp | 25.88%-7.7pp | 28.86%-10.7pp |
| Employer contribution / active EE | $1,701 | $2,248-24.3% | $2,965-42.6% | $2,589-34.3% |
| Participant deferral / active EE | $4,277 | $4,217+1.4% | $4,851-11.8% | $4,291-0.3% |
| Admin fee / account holder | $240 | $2,708-91.1% | $8,253-97.1% | $1,588-84.9% |