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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEPENDENT RETIREMENT CONSULTING L Service code 13 · EIN 90-0451904 6500 S. MACADAM AVE · PORTLAND, OH 97239 | Contract Administrator | $7,982 |
Filed as: MERRILL LYNCH PIERCE FENNER Service code 27 · EIN 13-5674085 1211 SW 5TH AVE · PORTLAND, OR 97204 | Advisory (Plan) | $7,582 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 E.ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,410 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 E.ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,423 | $62,177-2.8% | $81,370-25.7% | $74,478-18.9% |
| Participation rate | 72.1% | 64.1%+8.0pp | 69.5%+2.5pp | 67.2%+4.9pp |
| Annual return | 17.19% | 16.62%+0.6pp | 24.85%-7.7pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $1,784 | $1,881-5.1% | $2,464-27.6% | $2,626-32.1% |
| Participant deferral / active EE | $3,625 | $3,219+12.6% | $3,885-6.7% | $4,350-16.7% |
| Admin fee / account holder | $220 | $1,927-88.6% | $5,749-96.2% | $1,946-88.7% |