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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $65,598 |
BFSG LLC2 years Service code 27 · EIN 20-8161914 2040 MAIN ST STE 720 · IRVINE, CA 92614 | Advisory (Plan) | $25,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,303 | $56,638+75.3% | $169,385-41.4% | $74,440+33.4% |
| Participation rate | 99.0% | 67.5%+31.5pp | 77.2%+21.9pp | 70.7%+28.3pp |
| Annual return | 18.42% | 24.75%-6.3pp | 405.82%-387.4pp | 34.37%-15.9pp |
| Employer contribution / active EE | $1,835 | $2,027-9.5% | $4,012-54.3% | $2,638-30.4% |
| Participant deferral / active EE | $6,177 | $4,223+46.3% | $6,221-0.7% | $4,529+36.4% |
| Admin fee / account holder | $166 | $307-45.9% | $9,011-98.2% | $348-52.3% |