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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $68,828 |
Filed as: HUNTLEIGH ADVISORS INC Service code 27 · EIN 43-1911686 | Advisory (Plan) | $30,776 |
PENSION AND RETIREMENT SERVICES9+ years Service code 13 · EIN 87-3354137 | Contract Administrator | $3,850 |
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 | $58,219 | $76,112-23.5% | $96,534-39.7% | $71,511-18.6% |
| Participation rate | 97.1% | 74.4%+22.7pp | 76.0%+21.1pp | 67.9%+29.1pp |
| Annual return | 12.87% | 22.81%-9.9pp | 25.88%-13.0pp | 28.86%-16.0pp |
| Employer contribution / active EE | $3,140 | $2,248+39.7% | $2,965+5.9% | $2,589+21.3% |
| Participant deferral / active EE | $4,173 | $4,217-1.0% | $4,851-14.0% | $4,291-2.7% |
| Admin fee / account holder | $213 | $2,708-92.1% | $8,253-97.4% | $1,588-86.6% |