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| Provider | Service type | Compensation |
|---|---|---|
HARDEN CUMMINS MOSS & MILLER LLC2+ years Service code 10 105 N MAIN, SUITE 201 · MARYVILLE, MO 64468 | Accounting | $3,699 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,452 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,050 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,844 | $63,924-84.6% | $108,582-90.9% | $55,167-82.2% |
| Participation rate | 83.3% | 74.3%+9.0pp | 79.6%+3.8pp | 69.0%+14.3pp |
| Annual return | 5.80% | 15.31%-9.5pp | -51.70%+57.5pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,350 | $3,067-56.0% | $4,311-68.7% | $3,054-55.8% |
| Admin fee / account holder | $41 | $618-93.4% | $7,645-99.5% | $504-91.9% |