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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 16-1350306 | Direct Payment | $56,395 |
MENGEL, METZGER, BARR & CO. LLP10+ years Service code 10 · EIN 16-1092347 | Accounting | $15,700 |
SMW LOCAL 112 WELFARE FUND10+ years Service code 15 · EIN 16-6052225 | Recordkeeping | $13,677 |
SHEET METAL WORKERS LOCAL 11210+ years Service code 15 · EIN 16-0578131 | Recordkeeping | $6,430 |
JUDITH J GUSH8 years Service code 10 · EIN 47-2595681 | Accounting | $5,040 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 | Investment Management | $4,777 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 | Recordkeeping Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,743 | $103,024-22.6% | $112,040-28.8% | $79,634+0.1% |
| Participation rate | 97.2% | 80.6%+16.6pp | 76.5%+20.7pp | 62.5%+34.7pp |
| Annual return | 11.52% | 17.60%-6.1pp | 24.52%-13.0pp | 36.46%-24.9pp |
| Employer contribution / active EE | $4,106 | $3,015+36.2% | $2,954+39.0% | $2,529+62.4% |
| Participant deferral / active EE | $0 | $5,233-100.0% | $5,098-100.0% | $3,835-100.0% |
| Admin fee / account holder | $184 | $465-60.5% | $12,098-98.5% | $1,002-81.7% |