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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 | $69,568 |
Service code 27 1400 AMERICAN BLVD #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $31,696 |
PENSIONS PLUS, INC.8 years Service code 13 746 EAST WINCHESTER STREET · MURRAY, UT 84107 | Contract Administrator | $22,073 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,801 | $79,634-29.9% | $183,328-69.6% | $79,634-29.9% |
| Participation rate | 98.7% | 62.5%+36.2pp | 77.3%+21.4pp | 62.5%+36.2pp |
| Annual return | 15.27% | 36.46%-21.2pp | 29.67%-14.4pp | 36.46%-21.2pp |
| Employer contribution / active EE | $2,275 | $2,529-10.0% | $5,055-55.0% | $2,529-10.0% |
| Participant deferral / active EE | $4,690 | $3,835+22.3% | $6,795-31.0% | $3,835+22.3% |
| Admin fee / account holder | $162 | $1,002-83.8% | $21,427-99.2% | $1,002-83.8% |