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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $79,649 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $49,244 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $943,036-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 6.84% | 8.21%-1.4pp | 5.62%+1.2pp | 8.21%-1.4pp |
| Employer contribution / active EE | $29,858 | $13,841+115.7% | $37,825-21.1% | $13,841+115.7% |
| Participant deferral / active EE | $0 | $62-100.0% | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $0 | $1,652-100.0% |