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| Provider | Service type | Compensation |
|---|---|---|
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES INC Service code 13 320 SEVEN SPRINGS WY STE · BRENTWOOD, TN 37027 | Contract Administrator | $1,920 |
Filed as: EMPOWER ANNUATY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,645 |
Filed as: EMPOWER ADVISORY LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,155 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,296 | $78,562-71.6% | $105,608-78.9% | $74,429-70.0% |
| Participation rate | 85.8% | 72.8%+13.0pp | 75.3%+10.6pp | 67.2%+18.6pp |
| Annual return | 11.95% | 15.94%-4.0pp | 116.50%-104.5pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $1,909 | $2,521-24.3% | $3,167-39.7% | $2,625-27.3% |
| Participant deferral / active EE | $2,580 | $4,321-40.3% | $5,010-48.5% | $4,348-40.7% |
| Admin fee / account holder | $264 | $2,217-88.1% | $11,028-97.6% | $1,944-86.4% |