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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 | $90,051 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 550 W. WASHINGTON BLVD · CHICAGO, IL 60661 | Advisory (Plan) | $51,000 |
TIC INTERNATIONAL CORPORATION9+ years Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $43,555 |
THE SEGAL COMPANY9+ years Service code 28 · EIN 13-2646110 101 NORTH WACKER DRIVE · CHICAGO, IL 606061724 | Investment Management | $41,033 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 220 SOUTH SIXTH STREET · MINNEAPOLIS, MN 554021436 | Accounting | $36,313 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0614919 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance services; Direct payment fr... | $29,150 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS, LLC Service code 29 · EIN 03-0599899 429 NORTH PENNSYLVANIA ST · INDIANAPOLIS, IN 46204 | Legal | $22,327 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,603 | $241,850-62.5% | $102,383-11.5% | $199,921-54.7% |
| Participation rate | 81.0% | 78.3%+2.6pp | 74.5%+6.5pp | 72.0%+9.0pp |
| Annual return | 13.99% | 17.67%-3.7pp | 24.94%-10.9pp | 34.28%-20.3pp |
| Employer contribution / active EE | $4,605 | $4,253+8.3% | $3,870+19.0% | $3,035+51.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,089-100.0% |
| Admin fee / account holder | $139 | $288-51.7% | $8,391-98.3% | $269-48.3% |