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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,114 |
Service code 27 65 MADISON AVE STE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $10,439 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,261 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,901 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $6,577 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,230 | $58,320-39.6% | $86,438-59.2% | $66,938-47.4% |
| Participation rate | 98.4% | 78.6%+19.8pp | 80.3%+18.1pp | 69.8%+28.6pp |
| Annual return | -12.92% | -9.71%-3.2pp | 4397.19%-4410.1pp | 1.58%-14.5pp |
| Employer contribution / active EE | $2,580 | $2,615-1.3% | $3,769-31.5% | $2,545+1.4% |
| Participant deferral / active EE | $7,781 | $6,899+12.8% | $6,952+11.9% | $4,238+83.6% |
| Admin fee / account holder | $230 | $546-57.9% | $6,733-96.6% | $594-61.3% |