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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $31,917 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $167 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,750 | $83,884+36.8% | $64,101+79.0% | $74,460+54.1% |
| Participation rate | 77.7% | 76.6%+1.1pp | 72.3%+5.4pp | 70.7%+7.0pp |
| Annual return | 15.79% | 16.57%-0.8pp | 33.72%-17.9pp | 34.38%-18.6pp |
| Employer contribution / active EE | $5,927 | $3,084+92.2% | $2,749+115.7% | $2,638+124.7% |
| Participant deferral / active EE | $5,011 | $3,692+35.7% | $3,881+29.1% | $4,530+10.6% |
| Admin fee / account holder | $51 | $196-74.2% | $3,070-98.4% | $348-85.5% |