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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $52,530 |
CURCIO WEBB7 years Service code 16 · EIN 36-4171366 | Consulting | $6,667 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $5,700 |
Filed as: QDRO CONSULTANTS Service code 13 · EIN 34-1820650 | Contract Administrator | $300 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,051 | $89,123+22.4% | $102,460+6.4% | $77,762+40.2% |
| Participation rate | 99.5% | 80.9%+18.5pp | 76.5%+23.0pp | 70.6%+28.9pp |
| Annual return | 16.47% | 25.05%-8.6pp | 29.47%-13.0pp | 31.27%-14.8pp |
| Employer contribution / active EE | $6,276 | $2,700+132.5% | $3,025+107.5% | $2,728+130.1% |
| Participant deferral / active EE | $7,613 | $5,148+47.9% | $5,056+50.6% | $4,651+63.7% |
| Admin fee / account holder | $84 | $236-64.3% | $9,460-99.1% | $433-80.6% |