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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $75,018 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $56,713 |
STANDARD VALUATIONS10+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE S. 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $30,450 |
ASCENSUS LLC8 years Filed as: LEDBETTER PARISI LLC Service code 29 9240 MARKETPLACE DRIVE · DAYTON, OH 45342 | Legal | $18,173 |
DANIELS, IRWIN & AYLOR10+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 371153660 | Accounting | $15,025 |
MUTUAL FUNDS2 years Service code 19 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,048 | $82,979+2.5% | $102,412-17.0% | $77,736+9.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 14.80% | 19.11%-4.3pp | 24.94%-10.1pp | 31.26%-16.5pp |
| Employer contribution / active EE | $4,813 | $3,554+35.4% | $3,870+24.4% | $2,728+76.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $220 | $639-65.6% | $8,388-97.4% | $433-49.3% |