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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 | $54,973 |
PENSIONS PLUS, INC.7 years Service code 13 746 EAST WINCHESTER STREET · MURRAY, UT 84107 | Contract Administrator | $32,025 |
Service code 27 1400 AMERICAN BLVD #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $27,947 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,516 | $96,486-50.8% | $153,500-69.0% | $77,714-38.9% |
| Participation rate | 97.8% | 81.6%+16.2pp | 77.1%+20.7pp | 70.6%+27.2pp |
| Annual return | 14.37% | 14.44%-0.1pp | 15.70%-1.3pp | 31.26%-16.9pp |
| Employer contribution / active EE | $2,110 | $5,224-59.6% | $5,039-58.1% | $2,727-22.6% |
| Participant deferral / active EE | $4,267 | $6,609-35.4% | $6,756-36.8% | $4,649-8.2% |
| Admin fee / account holder | $133 | $182-26.9% | $12,736-99.0% | $433-69.2% |