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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE5 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $4,005 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,283 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,666 | $47,180-32.9% | $149,723-78.9% | $74,473-57.5% |
| Participation rate | 99.6% | 63.4%+36.2pp | 78.8%+20.8pp | 70.7%+28.9pp |
| Annual return | 24.02% | 22.75%+1.3pp | 134.50%-110.5pp | 34.36%-10.3pp |
| Employer contribution / active EE | $4,104 | $1,907+115.2% | $4,821-14.9% | $2,638+55.6% |
| Participant deferral / active EE | $6,222 | $2,730+127.9% | $5,682+9.5% | $4,530+37.3% |
| Admin fee / account holder | $20 | $343-94.1% | $13,215-99.8% | $347-94.2% |