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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $294,780 |
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 | Contract Administrator | $55,417 |
O'DONOGHUE & O'DONOGHUE9+ years Filed as: O'DONOGHUE AND O'DONOGHUE Service code 29 · EIN 52-0120528 | Legal | $53,398 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $35,760 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $22,213 |
SARFINO AND RHOADES, LLP9+ years Service code 10 · EIN 52-0961657 | Accounting | $15,850 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $5,955 |
AMERICAN CENTURY7 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS7 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: CARILLON FAMILY OF FUND Service code 52 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,392 | $88,479-9.1% | $96,543-16.7% | $80,187+0.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 17.80% | 22.53%-4.7pp | 35.75%-17.9pp | 40.40%-22.6pp |
| Employer contribution / active EE | $5,687 | $4,177+36.2% | $3,741+52.0% | $2,980+90.9% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $38 | $211-81.9% | $6,737-99.4% | $145-73.6% |