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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.
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 | $94,566-88.4% | $123,973-91.1% | $94,566-88.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 76.7%+23.3pp | 85.7%+14.3pp |
| Annual return | 8.32% | 12.00%-3.7pp | 388.13%-379.8pp | 12.00%-3.7pp |
| Employer contribution / active EE | $1,136 | $4,385-74.1% | $4,126-72.5% | $4,385-74.1% |
| Participant deferral / active EE | $0 | $4,140-100.0% | $5,247-100.0% | $4,140-100.0% |
| Admin fee / account holder | $55 | $202-72.9% | $11,799-99.5% | $202-72.9% |