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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $333,303 |
NEWTOWER TRUST COMPANY3 years Filed as: BGO-NEW TOWER TRUST COMPANY Service code 51 · EIN 52-6218800 7315 WISCONSIN AVENUE SUITE 350W · BETHESDA, MD 20814 | Investment Mgmt Fees | $60,139 |
TA REALTY6 years Service code 51 · EIN 04-3341880 28 STATE STREET, 10TH FLOOR · BOSTON, MA 02109 | Investment Mgmt Fees | $60,005 |
SEGALL BRYANT & HAMILL10+ years Service code 51 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Mgmt Fees | $33,676 |
STANDARD VALUATIONS10+ years Service code 34 · EIN 41-6206850 790 CLEVELAND AVE. S, SUITE 220 · ST PAUL, MN 55116 | Valuation (appraisals, etc.) | $33,125 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN COMPANIES, INC. Service code 23 1166 AVE OF THE AMERICAS, SUITE B · NEW YORK, NY 10036 | Insurance services | $24,654 |
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER UNKOVIC & SCOTT, LLP Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $22,773 |
Filed as: CHARTWELL INVESTMENTS Service code 51 570 LEXINGTON AVENUE 44TH FLOOR · NEW YORK, NY 10022 | Investment Mgmt Fees | $12,790 |
GRAY, GRAY & GRAY1 year Filed as: GRAY GRIFFITH AND MAYS AC Service code 10 · EIN 55-0621482 707 VIRGINIA STREET E · CHARLESTON, WV 25301 | Accounting | $7,500 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,478 | $105,028-90.0% | $107,187-90.2% | $100,573-89.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.0%+25.0pp | 70.9%+29.1pp |
| Annual return | 5.98% | 10.61%-4.6pp | 204.55%-198.6pp | 18.89%-12.9pp |
| Employer contribution / active EE | $2,019 | $5,641-64.2% | $3,782-46.6% | $3,763-46.4% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $71 | $355-80.0% | $9,162-99.2% | $454-84.3% |