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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 13 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $96,178 |
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $25,061 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 ONE 10TH ST STE 600 · AUGUSTA, GA 30901 | Advisory (Plan) | $10,000 |
DANIELS, IRWIN & AYLOR2 years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $9,450 |
ARNALL GOLDEN GREGORY LLP6 years Service code 29 · EIN 58-1423485 171 17TH ST NW · ATLANTA, GA 30363 | Legal | $4,163 |
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 | $22,356 | $241,850-90.8% | $102,437-78.2% | $200,096-88.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 13.54% | 17.67%-4.1pp | 24.95%-11.4pp | 34.26%-20.7pp |
| Employer contribution / active EE | $1,962 | $4,253-53.9% | $3,871-49.3% | $3,038-35.4% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $108 | $288-62.4% | $8,388-98.7% | $269-59.8% |