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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 50 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $78,664 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP, INC. Service code 17 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Pension Consulting | $37,850 |
WITHUMSMITH+BROWN, PC10+ years Filed as: TANN, BROWN & RUSS CO., PLLC Service code 10 · EIN 64-0647618 1501 LAKELAND DR STE. 300 · JACKSON, MS 39216 | Accounting | $35,800 |
Filed as: IBEW LOCAL 480 HEALTH WELFARE PLAN Service code 13 · EIN 51-0204433 9200 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $29,744 |
MAXEY WANN, PLLC10+ years Service code 29 · EIN 64-0933626 P O BOX 3977 · JACKSON, MS 39201 | Legal | $20,703 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 15 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Recordkeeping | $20,363 |
UNION INSURANCE GROUP10+ years Service code 23 · EIN 36-4226088 303 W. ERIE ST., STE 310 · CHICAGO, IL 60654 | Insurance services; Direct payment fr... | $12,157 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,721 |
IBEW LOCAL 48010+ years Service code 50 · EIN 64-0158485 PO BOX 721119 · BYRAM, MS 392721119 | Direct Payment | $6,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,783 | $44,398+138.3% | $103,693+2.0% | $65,191+62.3% |
| Participation rate | 100.0% | 54.3%+45.7pp | 72.6%+27.4pp | 63.0%+37.0pp |
| Annual return | 12.73% | 325.62%-312.9pp | 47.61%-34.9pp | 51.24%-38.5pp |
| Employer contribution / active EE | $9,376 | $1,702+450.8% | $2,920+221.1% | $2,400+290.7% |
| Participant deferral / active EE | $0 | $1,797-100.0% | $4,579-100.0% | $2,671-100.0% |
| Admin fee / account holder | $219 | $856-74.4% | $7,858-97.2% | $907-75.8% |