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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $55,683 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $47,552 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,464 | $106,264-31.8% | $147,117-50.7% | $77,762-6.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 13.81% | 56.94%-43.1pp | 420.54%-406.7pp | 31.27%-17.5pp |
| Employer contribution / active EE | $5,966 | $4,074+46.4% | $4,932+20.9% | $2,728+118.7% |
| Participant deferral / active EE | $10,255 | $8,003+28.1% | $8,065+27.2% | $4,651+120.5% |
| Admin fee / account holder | $252 | $334-24.7% | $12,993-98.1% | $433-41.9% |