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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 80-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,731 |
Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $9,758 |
Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $9,426 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,761 |
Filed as: VOYA RET INS AND ANNUITY CO Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,103 | $61,391-70.5% | $149,723-87.9% | $71,529-74.7% |
| Participation rate | 93.0% | 62.5%+30.5pp | 78.8%+14.2pp | 67.9%+25.1pp |
| Annual return | 16.29% | 35.88%-19.6pp | 134.50%-118.2pp | 28.97%-12.7pp |
| Employer contribution / active EE | $991 | $2,384-58.4% | $4,821-79.5% | $2,590-61.7% |
| Participant deferral / active EE | $2,024 | $2,921-30.7% | $5,682-64.4% | $4,291-52.8% |
| Admin fee / account holder | $212 | $1,264-83.2% | $13,215-98.4% | $1,588-86.6% |