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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $98,807 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $76,812 |
Service code 13 7142 NIGHTINGALE DRIVE · HOLLAND, OH 43528 | Contract Administrator | $64,574 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $48,224 |
Service code 29 · EIN 34-4439491 | Legal | $8,967 |
Service code 10 · EIN 31-0800053 | Accounting | $8,900 |
HUNTINGTON INSURANCE4 years Service code 23 37 W. BROAD ST. · COLUMBUS, OH 43215 | Insurance services; Direct payment fr... | $8,347 |
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 | $15,356 | $88,479-82.6% | $96,515-84.1% | $80,157-80.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 11.68% | 22.53%-10.9pp | 35.73%-24.0pp | 40.39%-28.7pp |
| Employer contribution / active EE | $1,961 | $4,177-53.1% | $3,740-47.6% | $2,977-34.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,015-100.0% |
| Admin fee / account holder | $118 | $211-44.2% | $6,735-98.2% | $145-18.6% |