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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 | $25,988 |
Service code 10 801-C SUNSET DR · JOHNSON CITY, TN 37604 | Accounting | $10,250 |
Filed as: SWBC INVESTMENT ADVISORY SERV LLC D Service code 27 9311 SAN PEDRO AVE STE 600 · SAN ANTONIO, TX 78216 | Advisory (Plan) | $10,205 |
TPI CORPORATION1 year Service code 99 PO BOX 4973 · JOHNSON CITY, TN 37602 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,556 | $89,123-80.3% | $102,460-82.9% | $77,762-77.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 7.21% | 25.05%-17.8pp | 29.47%-22.3pp | 31.27%-24.1pp |
| Employer contribution / active EE | $1,379 | $2,700-48.9% | $3,025-54.4% | $2,728-49.5% |
| Participant deferral / active EE | $841 | $5,148-83.7% | $5,056-83.4% | $4,651-81.9% |
| Admin fee / account holder | $128 | $236-45.9% | $9,460-98.7% | $433-70.5% |