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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $35,720 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,196 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $26,364 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,912 |
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 | $19,873 | $82,972-76.0% | $103,374-80.8% | $77,671-74.4% |
| Participation rate | 91.5% | 71.5%+20.0pp | 74.5%+17.0pp | 70.6%+20.9pp |
| Annual return | 13.14% | 19.14%-6.0pp | 24.89%-11.8pp | 31.21%-18.1pp |
| Employer contribution / active EE | $1,520 | $3,554-57.2% | $3,869-60.7% | $2,726-44.3% |
| Participant deferral / active EE | $3,671 | $4,108-10.6% | $5,058-27.4% | $4,648-21.0% |
| Admin fee / account holder | $147 | $639-77.0% | $8,394-98.3% | $430-65.9% |