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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 | $76,079 |
Service code 13 · EIN 51-0204433 P.O. BOX 721119 · BYRAM, MS 392721119 | Contract Administrator | $54,230 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP, INC. Service code 17 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Pension Consulting | $36,425 |
WITHUMSMITH+BROWN, PC9+ years Filed as: TANN, BROWN & RUSS CO., PLLC Service code 10 · EIN 64-0647618 1501 LAKELAND DR STE. 300 · JACKSON, MS 39216 | Accounting | $34,500 |
UNION INSURANCE GROUP9+ years Service code 23 · EIN 36-4226088 303 W. ERIE ST., STE 310 · CHICAGO, IL 60654 | Direct payment from the plan; Insuran... | $12,157 |
AMERICAN REALTY ADVISORS9+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 15 · EIN 55-0672859 3150 US ROUTE 60 · ONA, WV 25545 | Recordkeeping | $9,900 |
MAXEY WANN, PLLC9+ years Service code 29 · EIN 64-0933626 P O BOX 3977 · JACKSON, MS 39201 | Legal | $6,242 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,606 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,501 | $66,009+55.3% | $81,780+25.3% | $77,692+31.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 13.94% | 26.66%-12.7pp | 776.27%-762.3pp | 31.25%-17.3pp |
| Employer contribution / active EE | $8,870 | $2,374+273.7% | $2,914+204.4% | $2,726+225.4% |
| Participant deferral / active EE | $0 | $3,510-100.0% | $4,321-100.0% | $4,648-100.0% |
| Admin fee / account holder | $223 | $527-57.7% | $7,384-97.0% | $431-48.2% |