Filed August 12, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES INC Service code 13 DBA ALLIANT RETIREMENT · NEW YORK, NY 11018 | Contract Administrator | $98,144 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,961 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $60,016 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,653 | $50,150-52.8% | $149,723-84.2% | $80,169-70.5% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 15.41% | 29.80%-14.4pp | 134.50%-119.1pp | 40.39%-25.0pp |
| Employer contribution / active EE | $1,216 | $1,868-34.9% | $4,821-74.8% | $2,978-59.2% |
| Participant deferral / active EE | $2,548 | $3,195-20.3% | $5,682-55.2% | $5,016-49.2% |
| Admin fee / account holder | $96 | $153-37.3% | $13,215-99.3% | $145-34.0% |