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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 |
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 | $43,749-30.2% | $158,223-80.7% | $65,306-53.3% |
| Participation rate | 92.1% | 56.9%+35.2pp | 79.2%+12.9pp | 57.7%+34.4pp |
| Annual return | 11.23% | 19.41%-8.2pp | 52.09%-40.9pp | 21.94%-10.7pp |
| Employer contribution / active EE | $1,186 | $1,497-20.8% | $4,109-71.1% | $1,967-39.7% |
| Participant deferral / active EE | $2,017 | $2,019-0.1% | $5,467-63.1% | $2,959-31.8% |
| Admin fee / account holder | $212 | $1,930-89.0% | $16,047-98.7% | $3,480-93.9% |