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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $138,742 |
Service code 13 7142 NIGHTINGALE DRIVE, SUITE 1 · HOLLAND, OH 43528 | Contract Administrator | $92,332 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $38,794 |
Service code 29 · EIN 34-4439491 | Legal | $20,842 |
Service code 10 · EIN 31-0800053 | Accounting | $11,000 |
HUNTINGTON INSURANCE5 years Service code 23 37 W. BROAD ST. · COLUMBUS, OH 43215 | Direct payment from the plan; Insuran... | $6,355 |
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 | $15,892 | $241,850-93.4% | $102,383-84.5% | $199,921-92.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 13.81% | 17.67%-3.9pp | 24.94%-11.1pp | 34.28%-20.5pp |
| Employer contribution / active EE | $1,784 | $4,253-58.1% | $3,870-53.9% | $3,035-41.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,089-100.0% |
| Admin fee / account holder | $148 | $288-48.5% | $8,391-98.2% | $269-44.9% |