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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $88,414 |
GOLDMAN SACHS1 year Filed as: FOUR POINTS CAPITAL PARTNERS Service code 27 · EIN 76-0543859 | Advisory (Plan) | $56,384 |
Filed as: PROVENANCE WEALTH ADVISORS LLC Service code 27 · EIN 65-0978008 | Advisory (Plan) | $51,093 |
WRIGHT FORD YOUNG & CO7 years Service code 10 · EIN 95-3288054 | Accounting | $8,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,802 | $91,406-6.1% | $130,062-34.0% | $74,473+15.2% |
| Participation rate | 96.5% | 77.8%+18.7pp | 78.5%+18.0pp | 70.7%+25.7pp |
| Annual return | 17.95% | 23.21%-5.3pp | -137.37%+155.3pp | 34.36%-16.4pp |
| Employer contribution / active EE | $1,534 | $2,565-40.2% | $4,322-64.5% | $2,638-41.9% |
| Participant deferral / active EE | $6,191 | $4,724+31.1% | $5,821+6.4% | $4,530+36.7% |
| Admin fee / account holder | $299 | $283+5.4% | $10,601-97.2% | $347-13.9% |