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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,419 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,992 | $73,532-55.1% | $178,505-81.5% | $74,478-55.7% |
| Participation rate | 87.3% | 66.6%+20.7pp | 77.1%+10.2pp | 67.2%+20.1pp |
| Annual return | 14.53% | 17.49%-3.0pp | 27.16%-12.6pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,869 | $2,221-15.8% | $3,955-52.7% | $2,626-28.8% |
| Participant deferral / active EE | $3,072 | $4,519-32.0% | $6,280-51.1% | $4,350-29.4% |
| Admin fee / account holder | $98 | $1,813-94.6% | $10,428-99.1% | $1,946-95.0% |