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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,256 |
Filed as: MML INVESTORS SERVICES INC Service code 55 | Other Commissions | $21,599 |
DEFINITI LLC1 year Service code 13 P O BOX 95357 · GRAPEVINE, TX 760999733 | Contract Administrator | $5,915 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,699 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 | Contract Administrator | $2,101 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC Service code 13 · EIN 56-1762637 535 KEISLER DRIVE · CARY, NC 27518 | Contract Administrator | $1,455 |
Filed as: MML INVESTORS SERVICES, INC Service code 55 · EIN 04-2746212 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,845 | $46,464-44.4% | $150,298-82.8% | $79,634-67.5% |
| Participation rate | 67.5% | 57.0%+10.5pp | 77.8%-10.3pp | 62.5%+5.0pp |
| Annual return | 12.33% | 27.89%-15.6pp | 62.79%-50.5pp | 36.46%-24.1pp |
| Employer contribution / active EE | $617 | $1,512-59.2% | $4,154-85.1% | $2,529-75.6% |
| Participant deferral / active EE | $1,885 | $2,157-12.6% | $5,453-65.4% | $3,835-50.8% |
| Admin fee / account holder | $158 | $891-82.3% | $14,116-98.9% | $1,002-84.3% |