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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 2500 MONROE BOULEVARD · AUDOBON, PA 19403 | Advisory (Plan) | $14,552 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,064 |
THE MANDMARBLESTONE GROUP LLC1+ years Filed as: THE MANDMARBLESTNE GROUP LLC Service code 16 · EIN 20-4780677 | Consulting | $4,775 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $334 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,498 | $95,438-89.0% | $135,982-92.3% | $74,473-85.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 0.00% | 32.61%-32.6pp | 68.32%-68.3pp | 34.36%-34.4pp |
| Employer contribution / active EE | $1,744 | $3,878-55.0% | $4,859-64.1% | $2,638-33.9% |
| Participant deferral / active EE | $3,285 | $7,790-57.8% | $7,760-57.7% | $4,530-27.5% |
| Admin fee / account holder | $31 | $259-87.9% | $10,767-99.7% | $347-91.0% |