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| Provider | Service type | Compensation |
|---|---|---|
DENALI WEALTH MANAGEMENT1 year Filed as: DENALI WEALTH MANAGEMENT- CARL VALI Service code 27 1325 W TOWNE SQUARE RD · MEQUON, WI 53092 | Advisory (Plan) | $17,500 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP Service code 15 P.O. BOX 982902 · EL PASO, TX 79998 | Recordkeeping | $15,935 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,036 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,831 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,495 | $66,486+100.8% | $81,370+64.1% | $77,762+71.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 14.76% | 15.95%-1.2pp | 24.85%-10.1pp | 31.27%-16.5pp |
| Employer contribution / active EE | $807 | $2,158-62.6% | $2,464-67.3% | $2,728-70.4% |
| Participant deferral / active EE | $8,894 | $3,677+141.9% | $3,885+128.9% | $4,651+91.2% |
| Admin fee / account holder | $63 | $586-89.3% | $5,749-98.9% | $433-85.5% |