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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,700 |
CORNERSTONE PLANNING GROUP2 years Filed as: CORNER STONE PLANNING Service code 27 · EIN 20-8315014 | Advisory (Plan) | $18,568 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 49 · EIN 04-1590850 | Other Services | $10,757 |
Filed as: RED BANK SERVICES, INC. Service code 13 | Contract Administrator | $7,564 |
Service code 13 · EIN 22-2755716 | Contract Administrator | $2,650 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,642 | $83,884-65.9% | $64,097-55.3% | $74,473-61.5% |
| Participation rate | 71.3% | 76.6%-5.4pp | 72.3%-1.1pp | 70.7%+0.5pp |
| Annual return | 9.28% | 16.57%-7.3pp | 33.75%-24.5pp | 34.36%-25.1pp |
| Employer contribution / active EE | $1,214 | $3,084-60.6% | $2,750-55.8% | $2,638-54.0% |
| Participant deferral / active EE | $1,955 | $3,692-47.0% | $3,881-49.6% | $4,530-56.8% |
| Admin fee / account holder | $152 | $196-22.7% | $3,070-95.1% | $347-56.3% |