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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 50 · EIN 84-0467909 | Direct Payment | $42,852 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Securities brokerage; Other fees | $20,982 |
AEGIS RETIREMENT PARTNERS3+ years Service code 13 · EIN 81-5017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,498 | $55,472+104.6% | $155,567-27.0% | $74,546+52.3% |
| Participation rate | 99.4% | 61.9%+37.5pp | 78.2%+21.2pp | 67.2%+32.2pp |
| Annual return | 10.85% | 268.72%-257.9pp | 64.74%-53.9pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $12,672 | $2,838+346.6% | $5,628+125.2% | $4,347+191.5% |
| Admin fee / account holder | $290 | $1,743-83.4% | $15,916-98.2% | $1,944-85.1% |