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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 | $7,340 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $7,037 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $1,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,241 | $65,428-56.8% | $169,390-83.3% | $71,511-60.5% |
| Participation rate | 87.2% | 66.9%+20.3pp | 77.2%+10.0pp | 67.9%+19.3pp |
| Annual return | 20.79% | 21.35%-0.6pp | 406.07%-385.3pp | 28.86%-8.1pp |
| Employer contribution / active EE | $2,080 | $2,064+0.8% | $4,013-48.2% | $2,589-19.7% |
| Participant deferral / active EE | $3,389 | $4,360-22.3% | $6,222-45.5% | $4,291-21.0% |
| Admin fee / account holder | $62 | $1,328-95.3% | $9,015-99.3% | $1,588-96.1% |