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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 13 · EIN 84-1455663 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $472,393 |
STANDARD VALUATIONS10+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE, SOUTH · ST. PAUL, MN 55116 | Advisory (Plan) | $26,000 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 70 RHODES CIRCLE DRIVE · CENTERTVILLE, OH 45458 | Legal | $19,023 |
HARRIS, HARDIN & COMPANY, A.C.10+ years Service code 10 · EIN 55-0756523 404 NINTH STREET · HUNTINGTON, WV 25701 | Accounting | $15,519 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,995 | $126,505-91.3% | $107,187-89.7% | $126,505-91.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.0%+25.0pp | 81.0%+19.0pp |
| Annual return | 8.32% | 14.86%-6.5pp | 204.55%-196.2pp | 14.86%-6.5pp |
| Employer contribution / active EE | $1,136 | $4,041-71.9% | $3,782-70.0% | $4,041-71.9% |
| Participant deferral / active EE | $0 | $6,313-100.0% | $5,096-100.0% | $6,313-100.0% |
| Admin fee / account holder | $55 | $145-62.4% | $9,162-99.4% | $145-62.4% |