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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 | $101,591-23.4% | $147,096-47.1% | $74,429+4.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.35% | 8746.45%-8732.1pp | 419.75%-405.4pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $5,374 | $3,813+41.0% | $4,936+8.9% | $2,625+104.7% |
| Participant deferral / active EE | $7,009 | $7,302-4.0% | $8,071-13.2% | $4,348+61.2% |
| Admin fee / account holder | $115 | $1,750-93.4% | $13,005-99.1% | $1,944-94.1% |