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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Shareholder se... | $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 | $89,067+22.4% | $102,423+6.5% | $77,714+40.3% |
| Participation rate | 99.5% | 80.9%+18.6pp | 76.5%+23.0pp | 70.6%+28.9pp |
| Annual return | 16.47% | 25.01%-8.5pp | 29.42%-13.0pp | 31.26%-14.8pp |
| Employer contribution / active EE | $6,276 | $2,699+132.5% | $3,023+107.6% | $2,727+130.2% |
| Participant deferral / active EE | $7,613 | $5,147+47.9% | $5,054+50.6% | $4,649+63.7% |
| Admin fee / account holder | $84 | $236-64.3% | $9,455-99.1% | $433-80.6% |