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| Provider | Service type | Compensation |
|---|---|---|
LANIER MUCHIN LTD1 year Filed as: LANIER FINANCIAL SERVICES, INC. Service code 16 PO BOX 306 · CHADBOURN, NC 28431 | Consulting | $6,812 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $1,703 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $182 |
Participant 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.
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 | $13,564 | $72,404-81.3% | $110,243-87.7% | $64,173-78.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -2.76% | -6.29%+3.5pp | 314.76%-317.5pp | 7.63%-10.4pp |
| Employer contribution / active EE | $692 | $2,282-69.7% | $3,827-81.9% | $2,381-70.9% |
| Participant deferral / active EE | $703 | $3,469-79.7% | $4,672-85.0% | $3,470-79.7% |
| Admin fee / account holder | $80 | $5,664-98.6% | $8,548-99.1% | $4,887-98.4% |