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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 1705 OREGON PIKE · LANCASTER, PA 17601 | Other Fees | $2,700 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $900 |
Filed as: RETIREMENT & BENEFIT SYSTEMS LLC Service code 13 · EIN 06-1456310 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,741 | $91,439+99.9% | $135,974+34.4% | $71,511+155.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 5.53% | 29.90%-24.4pp | 68.30%-62.8pp | 28.86%-23.3pp |
| Employer contribution / active EE | $7,592 | $3,705+104.9% | $4,859+56.2% | $2,589+193.2% |
| Participant deferral / active EE | $8,520 | $7,093+20.1% | $7,760+9.8% | $4,291+98.6% |
| Admin fee / account holder | $18 | $1,267-98.6% | $10,767-99.8% | $1,588-98.9% |