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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $81,457 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $49,161 |
DELAP LLP1 year Service code 29 · EIN 93-0418710 5885 MEADOWS RD STE 200 · LAKE OSWEGO, OR 97035 | Legal | $16,353 |
OGLETREE DEAKINS1 year Filed as: OGLETREE, DEAKINS, NASH, SMOAK & ST Service code 29 · EIN 57-1044820 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $1,247 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,581 | $89,465-6.6% | $165,100-49.4% | $77,762+7.5% |
| Participation rate | 98.3% | 78.6%+19.7pp | 78.6%+19.7pp | 70.6%+27.7pp |
| Annual return | 12.13% | 28.86%-16.7pp | 70.21%-58.1pp | 31.27%-19.1pp |
| Employer contribution / active EE | $3,662 | $2,565+42.8% | $4,348-15.8% | $2,728+34.2% |
| Participant deferral / active EE | $6,943 | $4,904+41.6% | $6,035+15.0% | $4,651+49.3% |
| Admin fee / account holder | $268 | $340-21.1% | $12,696-97.9% | $433-38.1% |