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| Provider | Service type | Compensation |
|---|---|---|
ALDEN CAPITAL4 years Filed as: J ALDEN ASSOCIATES INC Service code 55 37 WEST AVE STE 301 · WAYNE, PA 19087 | Other Commissions | $112,854 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $40,083 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $616 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $280 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,328 | $91,424+121.3% | $135,942+48.8% | $71,495+183.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 19.62% | 29.90%-10.3pp | 68.28%-48.7pp | 28.85%-9.2pp |
| Employer contribution / active EE | $6,400 | $3,704+72.8% | $4,858+31.7% | $2,589+147.1% |
| Participant deferral / active EE | $12,074 | $7,092+70.2% | $7,759+55.6% | $4,291+181.4% |
| Admin fee / account holder | $4 | $1,266-99.7% | $10,764-100.0% | $1,588-99.7% |