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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 | $20,024 |
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES INC Service code 13 320 SEVEN SPRINGS WY STE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $3,594 |
Filed as: NORTHWESTERN MUTUAL NVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,423 | $59,402-32.0% | $93,654-56.8% | $74,546-45.8% |
| Participation rate | 70.1% | 59.7%+10.5pp | 68.7%+1.4pp | 67.2%+2.9pp |
| Annual return | 14.07% | 81.86%-67.8pp | 133.34%-119.3pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $1,967 | $1,265+55.5% | $2,421-18.8% | $2,624-25.1% |
| Participant deferral / active EE | $3,287 | $3,049+7.8% | $4,413-25.5% | $4,347-24.4% |
| Admin fee / account holder | $208 | $3,023-93.1% | $8,282-97.5% | $1,944-89.3% |