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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,763 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $250 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 150 N COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Plan) | $0 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,774 | $65,084-60.4% | $67,681-61.9% | $64,340-59.9% |
| Participation rate | 74.6% | 66.7%+7.8pp | 73.7%+0.9pp | 55.2%+19.3pp |
| Annual return | 12.74% | 20.50%-7.8pp | 590.58%-577.8pp | 24.14%-11.4pp |
| Employer contribution / active EE | $2,466 | $2,398+2.8% | $2,678-7.9% | $1,862+32.4% |
| Participant deferral / active EE | $0 | $3,210-100.0% | $3,976-100.0% | $2,980-100.0% |
| Admin fee / account holder | $134 | $1,415-90.5% | $6,100-97.8% | $3,703-96.4% |