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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 | $13,020 |
RPW SOLUTIONS LLC2 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $8,225 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $4,112 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,768 | $48,314+7.1% | $67,561-23.4% | $80,925-36.0% |
| Participation rate | 83.5% | 66.4%+17.1pp | 72.9%+10.6pp | 67.7%+15.8pp |
| Annual return | 13.20% | 18.28%-5.1pp | 3525.44%-3512.2pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,162 | $2,022-42.5% | $2,735-57.5% | $2,756-57.8% |
| Participant deferral / active EE | $4,192 | $2,927+43.2% | $4,003+4.7% | $4,299-2.5% |
| Admin fee / account holder | $215 | $3,690-94.2% | $4,006-94.6% | $6,940-96.9% |