| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $584,294 |
BENESYS, INC.5 years Service code 13 · EIN 38-2383171 | Contract Administrator | $292,498 |
ASSET STRATEGY CONSULTANTS4 years Filed as: ASSET CONSULTING GROUP LLC Service code 27 · EIN 26-0887580 | Advisory (Plan) | $154,574 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $133,390 |
BLAKE & UHLIG, P.A.9 years Service code 29 · EIN 48-0918231 | Legal | $131,640 |
IRON MOUNTAIN5 years Service code 49 · EIN 23-2588479 | Other Services | $27,069 |
US BANK4 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 49 · EIN 31-0841368 | Other Services | $19,868 |
ROCKY MOUNTAIN CHAPTER NECA8 years Service code 15 · EIN 84-0367578 | Recordkeeping | $7,140 |
THE SEGAL COMPANY8 years Filed as: SEGAL SELECT INSURANCE SVCS, INC. Service code 53 · EIN 46-0619194 | Insurance Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,539 | $152,104-68.7% | $184,256-74.2% | $106,553-55.4% |
| Participation rate | 100.0% | 85.9%+14.1pp | 86.8%+13.2pp | 69.8%+30.2pp |
| Annual return | 13.32% | 20.70%-7.4pp | 28.85%-15.5pp | 17.37%-4.0pp |
| Employer contribution / active EE | $2,542 | $5,326-52.3% | $6,427-60.5% | $3,359-24.3% |
| Participant deferral / active EE | $344 | $8,559-96.0% | $9,133-96.2% | $5,562-93.8% |
| Admin fee / account holder | $66 | $103-35.7% | $13,899-99.5% | $80-17.2% |