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| Provider | Service type | Compensation |
|---|---|---|
HARDEN CUMMINS MOSS & MILLER LLC3+ years Service code 10 105 N MAIN, SUITE 201 · MARYVILLE, MO 64468 | Accounting | $3,682 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,810 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,287 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,759 | $71,192-87.7% | $117,861-92.6% | $62,293-85.9% |
| Participation rate | 81.6% | 74.2%+7.4pp | 79.7%+2.0pp | 69.5%+12.1pp |
| Annual return | 14.47% | 18.66%-4.2pp | 335.11%-320.6pp | 28.90%-14.4pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,762 | $3,189-44.8% | $4,482-60.7% | $3,169-44.4% |
| Admin fee / account holder | $42 | $587-92.9% | $8,021-99.5% | $479-91.3% |