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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80222 | Recordkeeping Fees | $78,609 |
BLITMAN & KING4 years Service code 22 · EIN 16-1047304 443 N FRANKLIN STREET · SYRACUSE, NY 13204 | Insurance Broker | $28,492 |
D'ARCANGELO & CO., LLP10+ years Filed as: D'ARCANGELO & CO. LLP Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $22,500 |
MARCO CONSULTING GROUP10+ years Filed as: MARCO CONSULTING Service code 28 · EIN 36-3555074 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 660612501 | Investment Management | $21,930 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,910 | $241,850-71.9% | $102,412-33.7% | $199,960-66.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 9.20% | 17.67%-8.5pp | 24.94%-15.7pp | 34.28%-25.1pp |
| Employer contribution / active EE | $3,954 | $4,253-7.0% | $3,870+2.2% | $3,036+30.3% |
| Participant deferral / active EE | $741 | $3,961-81.3% | $5,060-85.3% | $5,087-85.4% |
| Admin fee / account holder | $214 | $288-25.8% | $8,388-97.5% | $269-20.6% |