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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,913 |
CTM LEGAL GROUP3 years Service code 29 · EIN 46-1047517 | Legal | $21,831 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $11,000 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $7,500 |
AMALGAMATED BANK6+ years Service code 18 · EIN 36-0721895 | Float revenue; Account maintenance fe... | $3,062 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,904 | $44,897-60.1% | $85,009-78.9% | $199,768-91.0% |
| Participation rate | 98.9% | 45.7%+53.2pp | 67.5%+31.4pp | 72.0%+26.9pp |
| Annual return | 9.03% | 20.96%-11.9pp | 66.47%-57.4pp | 34.26%-25.2pp |
| Employer contribution / active EE | $5,891 | $1,365+331.5% | $2,728+115.9% | $3,037+94.0% |
| Participant deferral / active EE | $41 | $2,668-98.5% | $4,522-99.1% | $5,090-99.2% |
| Admin fee / account holder | $248 | $584-57.6% | $6,153-96.0% | $269-7.9% |