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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,052 |
Filed as: CAMBRIDGE INVESTMENTS RESEARCH INC Service code 55 | Other Commissions | $14,442 |
COMPASS 360, LLC1 year Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03885 | Contract Administrator | $7,650 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,251 | $86,949-42.2% | $102,460-51.0% | $80,959-37.9% |
| Participation rate | 90.2% | 72.4%+17.8pp | 76.5%+13.7pp | 67.7%+22.5pp |
| Annual return | 17.11% | 18.89%-1.8pp | 29.47%-12.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $3,508 | $2,370+48.0% | $3,025+16.0% | $2,757+27.2% |
| Participant deferral / active EE | $6,535 | $4,121+58.6% | $5,056+29.2% | $4,300+52.0% |
| Admin fee / account holder | $265 | $8,048-96.7% | $9,460-97.2% | $6,925-96.2% |