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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 | $129,643 |
Service code 13 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Contract Administrator | $48,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,894 | $95,438+20.4% | $135,982-15.5% | $74,473+54.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 21.23% | 32.61%-11.4pp | 68.32%-47.1pp | 34.36%-13.1pp |
| Employer contribution / active EE | $13,597 | $3,878+250.6% | $4,859+179.8% | $2,638+415.4% |
| Participant deferral / active EE | $14,555 | $7,790+86.8% | $7,760+87.6% | $4,530+221.3% |
| Admin fee / account holder | $242 | $259-6.7% | $10,767-97.8% | $347-30.4% |