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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $19,307 |
DWC - THE 401(K) EXPERTS7 years Filed as: DWC ERISA CONSULTANTS LLC DBA DWC Service code 13 | Contract Administrator | $7,723 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,661 |
ASCENSUS LLC7 years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 PO BOX 241267 · ST PAUL, MN 55124 | Contract Administrator | $1,615 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,909 | $79,184-4.1% | $102,438-25.9% | $74,546+1.8% |
| Participation rate | 38.7% | 74.8%-36.1pp | 76.5%-37.8pp | 67.2%-28.5pp |
| Annual return | 14.66% | 54.95%-40.3pp | 29.37%-14.7pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $1,220 | $2,362-48.4% | $3,024-59.7% | $2,624-53.5% |
| Participant deferral / active EE | $2,322 | $4,414-47.4% | $5,054-54.1% | $4,347-46.6% |
| Admin fee / account holder | $99 | $2,001-95.0% | $9,448-98.9% | $1,944-94.9% |