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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,131 |
ADP BROKER-DEALER7 years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVE, STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $3,246 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,746 | $46,332-68.2% | $143,797-89.7% | $64,824-77.3% |
| Participation rate | 90.0% | 64.2%+25.7pp | 80.3%+9.6pp | 71.5%+18.5pp |
| Annual return | -13.51% | -10.05%-3.5pp | -0.04%-13.5pp | 32.84%-46.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,833 | $2,647-30.8% | $5,638-67.5% | $4,311-57.5% |
| Admin fee / account holder | $53 | $154-65.3% | $14,679-99.6% | $188-71.6% |