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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 | $19,718 |
Service code 13 13550 W 95TH ST · LENEXA, KS 66215 | Contract Administrator | $546 |
Filed as: BIA COSULTLING, LLC DBA Service code 13 ENHANCED RETIREMENT SOLUTIONS · ROCHESTER, NY 14604 | Contract Administrator | $200 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,740 | $55,470+63.6% | $155,556-41.7% | $74,478+21.8% |
| Participation rate | 72.5% | 61.9%+10.6pp | 78.2%-5.7pp | 67.2%+5.3pp |
| Annual return | 10.49% | 269.80%-259.3pp | 64.84%-54.4pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $2,241 | $2,267-1.1% | $4,675-52.1% | $2,626-14.7% |
| Participant deferral / active EE | $5,278 | $2,838+86.0% | $5,631-6.3% | $4,350+21.3% |
| Admin fee / account holder | $207 | $1,744-88.1% | $15,885-98.7% | $1,946-89.4% |