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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $121,838 |
ROPES & GRAY LLP2 years Service code 16 · EIN 04-2233412 | Consulting | $54,045 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 52 · EIN 33-0318667 | Indirect Investment Fees | $8,731 |
KBC HOLDINGS LLC2 years Filed as: KBC HOLDINGS LLC DBA KANON BLOCH CA Service code 27 6 TARGET ROCK DR · LLOYD HARBOR, NY 11743 | Advisory (Plan) | $5,299 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,242 | $50,820+0.8% | $155,567-67.1% | $77,671-34.0% |
| Participation rate | 92.8% | 63.1%+29.6pp | 78.2%+14.6pp | 70.6%+22.2pp |
| Annual return | 10.29% | 34.85%-24.6pp | 64.74%-54.4pp | 31.21%-20.9pp |
| Employer contribution / active EE | $4,336 | $1,993+117.6% | $4,674-7.2% | $2,726+59.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $167 | $436-61.6% | $15,916-98.9% | $430-61.2% |