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| Provider | Service type | Compensation |
|---|---|---|
MMLIS2 years Service code 55 | Other Commissions | $16,664 |
Filed as: RETIREMENT PLAN ADMINISTRATORS LLC Service code 13 · EIN 58-2365498 780 JOHNSON FERRY RAD · ATLANTA, GA 30342 | Contract Administrator | $14,631 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,145 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 | Contract Administrator | $3,193 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 99 | Other Fees | $1,482 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Investment Management | $907 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $0 |
Filed as: MMLISI Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,159 | $46,688-48.3% | $189,758-87.3% | $69,733-65.4% |
| Participation rate | 91.0% | 61.7%+29.3pp | 79.8%+11.2pp | 62.5%+28.5pp |
| Annual return | 9.35% | 14.35%-5.0pp | 52.62%-43.3pp | 15.22%-5.9pp |
| Employer contribution / active EE | $2,431 | $1,695+43.4% | $4,767-49.0% | $2,250+8.0% |
| Participant deferral / active EE | $2,575 | $2,143+20.2% | $5,856-56.0% | $3,054-15.7% |
| Admin fee / account holder | $74 | $1,700-95.7% | $20,388-99.6% | $3,102-97.6% |