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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,150 |
EQUITABLE ADVISORS LLC5 years Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NC 10104 | Other Commissions | $22,313 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,396 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS PC Service code 13 7 WASHINGTON SQ · ALBANY, NC 12205 | Contract Administrator | $1,010 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,481 | $65,072-27.0% | $66,439-28.5% | $65,306-27.3% |
| Participation rate | 92.7% | 69.1%+23.7pp | 74.5%+18.2pp | 57.7%+35.0pp |
| Annual return | 12.83% | 21.50%-8.7pp | 757.66%-744.8pp | 21.94%-9.1pp |
| Employer contribution / active EE | $1,372 | $2,475-44.6% | $2,637-48.0% | $1,967-30.3% |
| Participant deferral / active EE | $3,150 | $3,234-2.6% | $3,876-18.7% | $2,959+6.4% |
| Admin fee / account holder | $204 | $1,323-84.6% | $6,173-96.7% | $3,480-94.1% |