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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 | $73,459-55.1% | $178,528-81.5% | $74,429-55.7% |
| Participation rate | 87.3% | 66.5%+20.8pp | 77.1%+10.2pp | 67.2%+20.1pp |
| Annual return | 14.53% | 17.50%-3.0pp | 27.11%-12.6pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $1,869 | $2,219-15.8% | $3,950-52.7% | $2,625-28.8% |
| Participant deferral / active EE | $3,072 | $4,515-32.0% | $6,278-51.1% | $4,348-29.4% |
| Admin fee / account holder | $98 | $1,812-94.6% | $10,419-99.1% | $1,944-95.0% |