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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC2 years Service code 99 1 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $1,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,010 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
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 | $91,390 | $93,598-2.4% | $135,974-32.8% | $75,173+21.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 13.36% | 30.89%-17.5pp | 68.30%-54.9pp | 160.72%-147.4pp |
| Employer contribution / active EE | $791 | $3,538-77.6% | $4,859-83.7% | $2,671-70.4% |
| Participant deferral / active EE | $6,282 | $6,405-1.9% | $7,760-19.0% | $4,126+52.2% |
| Admin fee / account holder | $27 | $6,978-99.6% | $10,767-99.7% | $5,651-99.5% |