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| Provider | Service type | Compensation |
|---|---|---|
HECK CAPITAL ADVISORS1 year Filed as: HECK CAPITAL ADVISORS LLC Service code 27 15 E ANDERSON ST · RHINELANDER, WI 54501 | Advisory (Plan) | $2,982 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Advisory (Plan) | $2,134 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,909 |
Service code 13 8040 EXCELSIOR DRIVE SUITE 401 · MADISON, WA 537172919 | Contract Administrator | $280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,767 | $29,525-87.2% | $56,033-93.3% | $77,736-95.2% |
| Participation rate | 36.2% | 32.7%+3.5pp | 52.5%-16.3pp | 70.6%-34.4pp |
| Annual return | 15.46% | 18.90%-3.4pp | 1711.38%-1695.9pp | 31.26%-15.8pp |
| Employer contribution / active EE | $307 | $569-46.2% | $1,041-70.6% | $2,728-88.8% |
| Participant deferral / active EE | $600 | $1,062-43.5% | $1,954-69.3% | $4,651-87.1% |
| Admin fee / account holder | $25 | $1,040-97.6% | $2,827-99.1% | $433-94.3% |