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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 | $64,705-60.2% | $62,929-59.0% | $67,986-62.1% |
| Participation rate | 74.6% | 65.6%+9.0pp | 73.1%+1.5pp | 57.2%+17.4pp |
| Annual return | 12.74% | 20.31%-7.6pp | 1063.93%-1051.2pp | 31.67%-18.9pp |
| Employer contribution / active EE | $2,466 | $2,376+3.8% | $2,505-1.6% | $2,019+22.1% |
| Participant deferral / active EE | $0 | $3,198-100.0% | $3,888-100.0% | $3,358-100.0% |
| Admin fee / account holder | $134 | $1,428-90.6% | $5,065-97.4% | $3,203-95.8% |