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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MHS ADVISORY SERVICES LLC DBA MHS Service code 27 10900 WAYZTA BOULEVRD STE 130 · MINNETINKA, MN 55305 | Advisory (Plan) | $19,062 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,217 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,199 | $54,674-19.2% | $76,089-41.9% | $74,429-40.6% |
| Participation rate | 98.6% | 60.3%+38.3pp | 69.1%+29.5pp | 67.2%+31.4pp |
| Annual return | 12.58% | 31.89%-19.3pp | 360.94%-348.4pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $1,483 | $1,781-16.7% | $2,690-44.9% | $2,625-43.5% |
| Participant deferral / active EE | $3,671 | $3,071+19.6% | $4,259-13.8% | $4,348-15.6% |
| Admin fee / account holder | $122 | $2,238-94.6% | $6,418-98.1% | $1,944-93.7% |