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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 | $65,084-27.0% | $67,681-29.8% | $64,340-26.2% |
| Participation rate | 92.7% | 66.7%+26.0pp | 73.7%+19.0pp | 55.2%+37.5pp |
| Annual return | 12.83% | 20.50%-7.7pp | 590.58%-577.8pp | 24.14%-11.3pp |
| Employer contribution / active EE | $1,372 | $2,398-42.8% | $2,678-48.8% | $1,862-26.3% |
| Participant deferral / active EE | $3,150 | $3,210-1.9% | $3,976-20.8% | $2,980+5.7% |
| Admin fee / account holder | $204 | $1,415-85.6% | $6,100-96.6% | $3,703-94.5% |