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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 13 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $58,866 |
Service code 13 · EIN 51-0204433 P.O. BOX 721119 · BYRAM, MS 392721119 | Contract Administrator | $54,336 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 17 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Pension Consulting | $36,815 |
WITHUMSMITH+BROWN, PC8+ years Filed as: TANN, BROWN & RUSS CO., PLLC Service code 10 · EIN 64-0647618 1501 LAKELAND DR STE. 300 · JACKSON, MS 39216 | Accounting | $32,900 |
UNION INSURANCE GROUP8+ years Service code 23 · EIN 36-4226088 303 W. ERIE ST, STE 310 · CHICAGO, IL 60654 | Insurance services; Direct payment fr... | $13,367 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 15 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Recordkeeping | $9,900 |
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $7,066 |
MAXEY WANN, PLLC8+ years Service code 29 · EIN 64-0933626 P O BOX 3977 · JACKSON, MS 39201 | Legal | $5,413 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,092 |
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 | $90,758 | $52,188+73.9% | $86,617+4.8% | $74,440+21.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 9.41% | 44.46%-35.0pp | 591.91%-582.5pp | 34.37%-25.0pp |
| Employer contribution / active EE | $9,266 | $2,282+306.0% | $3,023+206.5% | $2,638+251.3% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,437-100.0% | $4,529-100.0% |
| Admin fee / account holder | $210 | $319-34.2% | $5,613-96.3% | $348-39.7% |