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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,802 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE · CLEVELAND, OH 44114 | Advisory (Plan) | $4,284 |
MY BENEFITS, LLC2 years Filed as: MY BENEFITS LLC Service code 13 PO BOX 745680 · ATLANTA, GA 30374 | Contract Administrator | $2,860 |
MY BENEFITS, LLC1 year Service code 13 | Contract Administrator | $428 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $249 |
BARTON WALTER & KRIER PC2 years Filed as: B. BARTON Service code 37 141 TRACTION STREET · GREENVILLE, SC 29611 | Loan Processing | $0 |
MCGREGOR & ASSOCIATES, INC.2 years Filed as: T. MCGREGOR Service code 37 141 TRACTION STREET · GREENVILLE, SC 29611 | Loan Processing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,430 | $46,332-58.1% | $143,799-86.5% | $64,819-70.0% |
| Participation rate | 99.1% | 64.2%+34.9pp | 80.3%+18.8pp | 71.5%+27.7pp |
| Annual return | -9.21% | -10.05%+0.8pp | -0.04%-9.2pp | 32.84%-42.0pp |
| Employer contribution / active EE | $1,063 | $1,911-44.4% | $4,952-78.5% | $2,507-57.6% |
| Participant deferral / active EE | $1,198 | $2,647-54.8% | $5,638-78.8% | $4,311-72.2% |
| Admin fee / account holder | $138 | $154-10.3% | $14,677-99.1% | $188-26.5% |