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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 | $101,591+128.1% | $147,096+57.5% | $74,429+211.3% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.2pp |
| Annual return | 19.87% | 8746.45%-8726.6pp | 419.75%-399.9pp | 1368.38%-1348.5pp |
| Employer contribution / active EE | $7,909 | $3,813+107.4% | $4,936+60.2% | $2,625+201.3% |
| Participant deferral / active EE | $9,326 | $7,302+27.7% | $8,071+15.5% | $4,348+114.5% |
| Admin fee / account holder | $19 | $1,750-98.9% | $13,005-99.9% | $1,944-99.0% |