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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $116,529 |
Service code 13 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Contract Administrator | $58,045 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,587 | $82,188+9.0% | $125,391-28.6% | $64,824+38.2% |
| Participation rate | 95.2% | 77.9%+17.3pp | 82.4%+12.8pp | 71.5%+23.7pp |
| Annual return | -16.43% | 3.50%-19.9pp | 572.41%-588.8pp | 32.84%-49.3pp |
| Employer contribution / active EE | $10,660 | $3,617+194.7% | $4,816+121.4% | $2,507+325.2% |
| Participant deferral / active EE | $12,925 | $7,177+80.1% | $7,448+73.5% | $4,311+199.8% |
| Admin fee / account holder | $127 | $163-22.0% | $10,009-98.7% | $188-32.2% |