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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,640 |
Filed as: COORDINATED CAPITAL SECURITIES Service code 55 704 RIVER PL · MADISON, WI 53716 | Other Commissions | $15,244 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $14,317 |
TG BENEFITS, INC.2 years Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $5,684 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,671 | $46,173-44.4% | $170,435-84.9% | $69,631-63.1% |
| Participation rate | 31.6% | 63.9%-32.3pp | 83.6%-52.0pp | 70.7%-39.1pp |
| Annual return | 21.14% | 21.62%-0.5pp | 205.94%-184.8pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $258 | $1,610-84.0% | $5,432-95.3% | $2,032-87.3% |
| Participant deferral / active EE | $867 | $2,080-58.3% | $4,939-82.4% | $3,224-73.1% |
| Admin fee / account holder | $211 | $116+82.1% | $13,881-98.5% | $110+91.2% |