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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 15 · EIN 47-2534181 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $106,135 |
Filed as: TIC MIDWEST Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $57,284 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 550 W. WASHINGTON BLVD. · CHICAGO, IL 60661 | Advisory (Plan) | $51,000 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0614919 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Broker | $28,958 |
THE SEGAL COMPANY10+ years Service code 16 · EIN 13-1975125 101 NORTH WACKER DRIVE · CHICAGO, IL 606061724 | Consulting | $24,738 |
DGPERRY, PLLC1 year Filed as: DGPERRY CPAS + ADVISORS Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $20,000 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARTNERS, LLC Service code 29 · EIN 03-0599899 429 N. PENNSYLVANIA AVE. · INDIANAPOLIS, IN 46204 | Legal | $15,692 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 220 SOUTH SIXTH STREET · MINNEAPOLIS, MN 554021436 | Accounting | $9,096 |
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 | $85,944 | $98,273-12.5% | $150,734-43.0% | $85,660+0.3% |
| Participation rate | 81.2% | 84.0%-2.8pp | 78.4%+2.8pp | 74.8%+6.4pp |
| Annual return | 4.44% | 7.62%-3.2pp | 600.81%-596.4pp | 19.52%-15.1pp |
| Employer contribution / active EE | $4,550 | $5,764-21.1% | $4,918-7.5% | $4,199+8.4% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $126 | $226-44.3% | $14,905-99.2% | $224-43.9% |