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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $26,486 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $7,555 |
WITHUMSMITH+BROWN, PC2 years Filed as: PATTILLO, BROWN & HILL LLP Service code 13 · EIN 74-1130599 | Contract Administrator | $3,100 |
Filed as: EMPOWER ANNUITY INSURANCE GROUP Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,032 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,742 | $65,437-8.7% | $86,698-31.1% | $66,949-10.8% |
| Participation rate | 99.1% | 75.5%+23.6pp | 76.6%+22.5pp | 69.8%+29.2pp |
| Annual return | -16.32% | -10.91%-5.4pp | 35.96%-52.3pp | 1.57%-17.9pp |
| Employer contribution / active EE | $1,911 | $2,154-11.2% | $2,837-32.6% | $2,545-24.9% |
| Participant deferral / active EE | $2,363 | $4,102-42.4% | $4,656-49.3% | $4,239-44.3% |
| Admin fee / account holder | $227 | $642-64.7% | $7,492-97.0% | $594-61.8% |