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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $46,047 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $12,000 |
MERCER3 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $8,937 |
SEYFARTH SHAW LLP9+ years Service code 29 131 SOUTH DEARBORN STE 2400 · CHICAGO, IL 606035577 | Legal | $8,376 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,532 | $69,823-4.7% | $76,891-13.5% | $74,478-10.7% |
| Participation rate | 72.3% | 70.0%+2.3pp | 69.6%+2.7pp | 70.7%+1.6pp |
| Annual return | 8.40% | 19.99%-11.6pp | 37.91%-29.5pp | 34.37%-26.0pp |
| Employer contribution / active EE | $936 | $2,148-56.4% | $2,534-63.0% | $2,637-64.5% |
| Participant deferral / active EE | $2,351 | $3,558-33.9% | $3,833-38.7% | $4,530-48.1% |
| Admin fee / account holder | $163 | $398-59.0% | $5,488-97.0% | $347-53.0% |