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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,108 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $48,464 |
PREMIER PLAN CONSULTANTS3 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQ STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $17,800 |
PREMIER PLAN CONSULTANTS3 years Filed as: PREMIER PLAN CONSULTANTS INC. Service code 13 | Contract Administrator | $9,918 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,628 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,308 | $110,483-75.3% | $145,433-81.2% | $79,634-65.7% |
| Participation rate | 82.7% | 71.1%+11.6pp | 82.1%+0.6pp | 62.5%+20.2pp |
| Annual return | 24.11% | 24.62%-0.5pp | 66.58%-42.5pp | 36.46%-12.3pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $5,495 | $7,216-23.9% | $7,897-30.4% | $3,835+43.3% |
| Admin fee / account holder | $137 | $680-79.9% | $13,129-99.0% | $1,002-86.4% |