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| Provider | Service type | Compensation |
|---|---|---|
DELUZIO & COMPANY, LLP1 year Filed as: DELUZIO & COMPANY LLP Service code 10 351 HARVEY AVE STE A · GREENSBURG, PA 15601 | Accounting | $25,280 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,520 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $3,251 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $770 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $542 |
Service code 13 12 GILL ST STE 2600 · WOBURN, MA 01801 | Contract Administrator | $339 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,203 | $71,230-71.6% | $93,727-78.4% | $80,959-75.0% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.9pp | 67.7%+29.9pp |
| Annual return | 10.87% | 11.26%-0.4pp | 133.83%-123.0pp | 35.67%-24.8pp |
| Employer contribution / active EE | $3,210 | $1,565+105.1% | $2,421+32.6% | $2,757+16.4% |
| Participant deferral / active EE | $2,869 | $4,037-28.9% | $4,417-35.0% | $4,300-33.3% |
| Admin fee / account holder | $238 | $6,961-96.6% | $8,292-97.1% | $6,925-96.6% |