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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,671 |
ERISA SERVICES, INC.1 year Service code 13 12748 KINGSTON PIKE SUITE 203 · KNOXVILLE, TN 37933 | Contract Administrator | $11,310 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 95-2834236 | Other Fees | $8,199 |
ERISA SERVICES, INC.5 years Filed as: ERISA SERVICES INC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $2,721 |
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 7755 3RD ST. N · OAKDALE, MN 55128 | Advisory (Plan) | $2,565 |
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOO VILLAGE, CO 80111 | Recordkeeping Fees | $2,559 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 27 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $2,559 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $243 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48 |
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 | $12,601 | $55,470-77.3% | $155,556-91.9% | $74,478-83.1% |
| Participation rate | 76.1% | 61.9%+14.2pp | 78.2%-2.2pp | 67.2%+8.8pp |
| Annual return | 13.95% | 269.80%-255.9pp | 64.84%-50.9pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $1,171 | $2,267-48.3% | $4,675-75.0% | $2,626-55.4% |
| Participant deferral / active EE | $3,229 | $2,838+13.8% | $5,631-42.7% | $4,350-25.8% |
| Admin fee / account holder | $261 | $1,744-85.0% | $15,885-98.4% | $1,946-86.6% |