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| Provider | Service type | Compensation |
|---|---|---|
LION STREET ADVISORS LLC1 year Filed as: LION STEET ADVISORS LLC Service code 27 300 COLORADO ST STE 2600 · AUSTIN, TX 78701 | Advisory (Plan) | $42,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,849 |
THE FINWAY GROUP1 year Service code 13 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $5,903 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,477 |
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 | $0 | $62,166-100.0% | $81,353-100.0% | $74,459-100.0% |
| Participation rate | 0.0% | 64.1%-64.1pp | 69.5%-69.5pp | 67.2%-67.2pp |
| Annual return | 12.52% | 16.50%-4.0pp | 24.82%-12.3pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $772 | $1,881-58.9% | $2,464-68.7% | $2,626-70.6% |
| Participant deferral / active EE | $3,768 | $3,223+16.9% | $3,885-3.0% | $4,350-13.4% |
| Admin fee / account holder | $0 | $1,925-100.0% | $5,766-100.0% | $1,945-100.0% |