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| Provider | Service type | Compensation |
|---|---|---|
HAYS COMPANIES1 year Service code 16 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Consulting | $18,638 |
USI CONSULTING GROUP2+ years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $4,285 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,972 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $362 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,334 | $75,183-5.1% | $123,894-42.4% | $55,167+29.3% |
| Participation rate | 97.8% | 72.8%+25.0pp | 81.4%+16.4pp | 69.0%+28.9pp |
| Annual return | 10.29% | 19.01%-8.7pp | 47.52%-37.2pp | 169.23%-158.9pp |
| Employer contribution / active EE | $3,300 | $2,823+16.9% | $4,617-28.5% | $1,963+68.1% |
| Participant deferral / active EE | $6,748 | $5,084+32.7% | $5,984+12.8% | $3,054+121.0% |
| Admin fee / account holder | $127 | $663-80.8% | $8,357-98.5% | $504-74.8% |