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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $21,114 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,286 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $768 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $278 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,132 | $69,774-56.8% | $67,575-55.4% | $74,459-59.5% |
| Participation rate | 84.6% | 71.4%+13.2pp | 72.9%+11.7pp | 67.2%+17.4pp |
| Annual return | 11.67% | -40.53%+52.2pp | 3528.98%-3517.3pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $832 | $2,710-69.3% | $2,736-69.6% | $2,626-68.3% |
| Participant deferral / active EE | $1,966 | $3,636-45.9% | $4,003-50.9% | $4,350-54.8% |
| Admin fee / account holder | $292 | $890-67.2% | $3,993-92.7% | $1,945-85.0% |