| 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.
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 | $95,216-88.5% | $150,734-92.7% | $95,216-88.5% |
| Participation rate | 100.0% | 86.5%+13.5pp | 78.4%+21.6pp | 86.5%+13.5pp |
| Annual return | 8.32% | 11.45%-3.1pp | 600.81%-592.5pp | 11.45%-3.1pp |
| Employer contribution / active EE | $1,136 | $4,418-74.3% | $4,918-76.9% | $4,418-74.3% |
| Participant deferral / active EE | $0 | $4,181-100.0% | $5,610-100.0% | $4,181-100.0% |
| Admin fee / account holder | $55 | $189-71.1% | $14,905-99.6% | $189-71.1% |