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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $12,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,132 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $234 |
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 | $72,517 | $91,439-20.7% | $135,974-46.7% | $71,511+1.4% |
| Participation rate | 99.2% | 75.7%+23.6pp | 81.9%+17.3pp | 67.9%+31.3pp |
| Annual return | 11.72% | 29.90%-18.2pp | 68.30%-56.6pp | 28.86%-17.1pp |
| Employer contribution / active EE | $2,760 | $3,705-25.5% | $4,859-43.2% | $2,589+6.6% |
| Participant deferral / active EE | $5,925 | $7,093-16.5% | $7,760-23.7% | $4,291+38.1% |
| Admin fee / account holder | $289 | $1,267-77.2% | $10,767-97.3% | $1,588-81.8% |