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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 | $98,776-13.0% | $119,126-27.9% | $89,670-4.2% |
| Participation rate | 81.2% | 83.1%-1.9pp | 75.8%+5.5pp | 71.2%+10.1pp |
| Annual return | 4.44% | 9.25%-4.8pp | 282.11%-277.7pp | 19.66%-15.2pp |
| Employer contribution / active EE | $4,550 | $5,802-21.6% | $4,034+12.8% | $4,041+12.6% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $126 | $230-45.4% | $10,693-98.8% | $352-64.3% |