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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: BROAD STREET CAPITAL PARTNERS LLC Service code 27 124 VERDAE BLVD STE 504 · GREENVILLE, SC 29607 | Advisory (Plan) | $76,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREEN WOOD VILLAGE, CO 80111 | Investment Management | $46,031 |
EJREYNOLDS, INC.9+ years Filed as: EJ REYNOLDS, INC. Service code 13 PO BOX 840256 · PEMBROKE PINES, FL 33084 | Contract Administrator | $7,000 |
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 | $108,744 | $89,282+21.8% | $94,679+14.9% | $74,440+46.1% |
| Participation rate | 87.3% | 82.4%+4.8pp | 80.8%+6.4pp | 70.7%+16.5pp |
| Annual return | 17.91% | 25.96%-8.0pp | 156.75%-138.8pp | 34.37%-16.5pp |
| Employer contribution / active EE | $3,584 | $3,022+18.6% | $3,673-2.4% | $2,638+35.9% |
| Participant deferral / active EE | $8,830 | $8,425+4.8% | $7,417+19.0% | $4,529+95.0% |
| Admin fee / account holder | $106 | $219-51.4% | $7,233-98.5% | $348-69.5% |