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| Provider | Service type | Compensation |
|---|---|---|
TROUT EBERSOLE & GROFF LLP2 years Service code 99 1705 OREGON PIKE · LANCASTER, PA 17601 | Other Fees | $2,850 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,180 |
Filed as: RETIREMENT & BENEFIT SYSTEMS LLC Service code 13 · EIN 06-1456310 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,731 | $101,672+127.9% | $147,117+57.5% | $74,478+211.1% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.2pp |
| Annual return | 19.87% | 8757.83%-8738.0pp | 420.54%-400.7pp | 1370.56%-1350.7pp |
| Employer contribution / active EE | $7,909 | $3,813+107.4% | $4,932+60.3% | $2,626+201.2% |
| Participant deferral / active EE | $9,326 | $7,305+27.7% | $8,065+15.6% | $4,350+114.4% |
| Admin fee / account holder | $19 | $1,753-98.9% | $12,993-99.9% | $1,946-99.0% |