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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 | $89,435-6.5% | $164,975-49.3% | $77,714+7.5% |
| Participation rate | 98.3% | 78.6%+19.7pp | 78.6%+19.7pp | 70.6%+27.7pp |
| Annual return | 12.13% | 28.82%-16.7pp | 70.12%-58.0pp | 31.26%-19.1pp |
| Employer contribution / active EE | $3,662 | $2,563+42.9% | $4,343-15.7% | $2,727+34.3% |
| Participant deferral / active EE | $6,943 | $4,901+41.7% | $6,033+15.1% | $4,649+49.3% |
| Admin fee / account holder | $268 | $340-21.1% | $12,688-97.9% | $433-38.1% |