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| Provider | Service type | Compensation |
|---|---|---|
HILDE MINKEL & ASSOCIATES2 years Service code 13 3591 SACRAMENTO DRIVE · SAN LUIS OBISPO, CA 93401 | Contract Administrator | $5,475 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,812 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,473 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,797 | $101,653-23.5% | $147,080-47.1% | $74,459+4.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.35% | 8754.98%-8740.6pp | 420.17%-405.8pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $5,374 | $3,813+40.9% | $4,933+8.9% | $2,626+104.7% |
| Participant deferral / active EE | $7,009 | $7,304-4.0% | $8,066-13.1% | $4,350+61.1% |
| Admin fee / account holder | $115 | $1,752-93.4% | $12,989-99.1% | $1,945-94.1% |