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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 90111 | Recordkeeping | $88,286 |
Filed as: TIC INTERNATIONAL GROUP Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 48917 | Contract Administrator | $32,647 |
OLD NATIONAL WEALTH MANAGEMENT10+ years Service code 26 · EIN 61-1274802 PO BOX 966 · EVANSVILLE, IN 47706 | Advisory (Participants) | $27,000 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 5078 WOOSTER RD. STE 400 · CINCINNATI, OH 45226 | Legal | $17,057 |
FRANK N HESTAND CPA PSC10+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,590 | $129,227+13.4% | $184,256-20.4% | $77,762+88.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 13.63% | 33.24%-19.6pp | 28.85%-15.2pp | 31.27%-17.6pp |
| Employer contribution / active EE | $9,197 | $4,412+108.4% | $6,427+43.1% | $2,728+237.1% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $415 | $256+62.2% | $13,899-97.0% | $433-4.2% |