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| Provider | Service type | Compensation |
|---|---|---|
ALDEN CAPITAL3 years Filed as: J ALDEN ASSOCIATES INC Service code 53 · EIN 23-2825319 | Insurance Commissions | $76,574 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $38,978 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $535 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 20-3691708 | Recordkeeping Fees | $90 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,567 | $84,493+97.1% | $125,381+32.8% | $66,938+148.8% |
| Participation rate | 99.5% | 76.4%+23.1pp | 82.4%+17.1pp | 69.8%+29.7pp |
| Annual return | -17.61% | -8.49%-9.1pp | 572.31%-589.9pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,705 | $3,554+4.3% | $4,815-23.1% | $2,545+45.6% |
| Participant deferral / active EE | $10,139 | $6,783+49.5% | $7,448+36.1% | $4,238+139.2% |
| Admin fee / account holder | $2 | $685-99.7% | $10,007-100.0% | $594-99.6% |