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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,886 |
USI CONSULTING GROUP6 years Filed as: USI SECURITIES, INC. Service code 55 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Commissions | $8,542 |
USI CONSULTING GROUP7 years Service code 13 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $3,955 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP INC. Service code 13 | Contract Administrator | $3,267 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,581 |
Filed as: METLIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,530 | $41,016-25.6% | $152,093-79.9% | $64,097-52.4% |
| Participation rate | 92.1% | 51.3%+40.8pp | 77.8%+14.3pp | 55.2%+36.9pp |
| Annual return | 11.23% | 39.60%-28.4pp | 66.36%-55.1pp | 34.64%-23.4pp |
| Employer contribution / active EE | $1,186 | $1,342-11.6% | $4,175-71.6% | $1,891-37.3% |
| Participant deferral / active EE | $2,017 | $1,927+4.7% | $5,451-63.0% | $3,080-34.5% |
| Admin fee / account holder | $212 | $2,305-90.8% | $14,497-98.5% | $3,454-93.9% |