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| Provider | Service type | Compensation |
|---|---|---|
VEERY CAPITAL4 years Service code 27 1 AVENUE OF THE ARTS · WILMINGTON, DE 19801 | Advisory (Plan) | $36,420 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,127 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,501 |
360 PAYROLL INTEGRATION CORP3 years Service code 99 3032 E COMMERCIAL BLVD #110 · FT LAUDERDALE, FL 33308 | Other Fees | $2,700 |
Filed as: ERISA FIDUCIARY SERVICES INC Service code 99 1800 WALT WHITMAN RD STE 110 · MELVILLE, NY 11747 | Other Fees | $300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,585 | $54,193-38.0% | $93,669-64.1% | $77,714-56.8% |
| Participation rate | 87.5% | 63.9%+23.6pp | 68.7%+18.8pp | 70.6%+16.9pp |
| Annual return | 10.66% | 30.54%-19.9pp | 133.59%-122.9pp | 31.26%-20.6pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,424-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $4,247 | $3,144+35.1% | $4,416-3.8% | $4,649-8.7% |
| Admin fee / account holder | $190 | $576-67.0% | $8,291-97.7% | $433-56.2% |