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| Provider | Service type | Compensation |
|---|---|---|
HAYS COMPANIES2 years Service code 16 80 SOUTH 8TH STREET · MINNEAPOLIS, MN 55402 | Consulting | $22,366 |
Filed as: MANSPERGER PATTERSON & MCMULLIN, PL Service code 10 1222 E. BASELINE ROAD STE 200 · TEMPE, AZ 85283 | Accounting | $10,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,651 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,622 |
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 | $89,641 | $80,753+11.0% | $136,298-34.2% | $62,293+43.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.91% | 35.83%-16.9pp | 5156.27%-5137.4pp | 28.90%-10.0pp |
| Employer contribution / active EE | $3,599 | $2,884+24.8% | $4,696-23.4% | $2,042+76.2% |
| Participant deferral / active EE | $7,547 | $5,164+46.1% | $6,247+20.8% | $3,169+138.1% |
| Admin fee / account holder | $208 | $525-60.5% | $9,244-97.8% | $479-56.7% |