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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $37,415 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $24,470 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,943 | $79,181+4.8% | $102,423-19.0% | $74,429+11.4% |
| Participation rate | 98.0% | 74.8%+23.3pp | 76.5%+21.5pp | 67.2%+30.8pp |
| Annual return | 11.67% | 54.97%-43.3pp | 29.42%-17.7pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $2,281 | $2,362-3.4% | $3,023-24.5% | $2,625-13.1% |
| Participant deferral / active EE | $7,622 | $4,416+72.6% | $5,054+50.8% | $4,348+75.3% |
| Admin fee / account holder | $10 | $2,002-99.5% | $9,455-99.9% | $1,944-99.5% |