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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,634 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,430 |
WITHUMSMITH+BROWN, PC3 years Filed as: PATTILLO, BROWN & HILL LLP Service code 13 · EIN 74-1130599 | Contract Administrator | $2,100 |
Filed as: EMPOWER ANNUITY INSURANCE GROUP Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,938 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,879 | $76,112-13.4% | $96,534-31.8% | $71,511-7.9% |
| Participation rate | 91.9% | 74.4%+17.5pp | 76.0%+15.9pp | 67.9%+24.0pp |
| Annual return | 16.70% | 22.81%-6.1pp | 25.88%-9.2pp | 28.86%-12.2pp |
| Employer contribution / active EE | $1,869 | $2,248-16.8% | $2,965-37.0% | $2,589-27.8% |
| Participant deferral / active EE | $2,255 | $4,217-46.5% | $4,851-53.5% | $4,291-47.5% |
| Admin fee / account holder | $277 | $2,708-89.8% | $8,253-96.6% | $1,588-82.5% |