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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 50 · EIN 84-0467909 | Direct Payment | $37,950 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Securities brokerage; Other fees | $19,121 |
AEGIS RETIREMENT PARTNERS2+ years Service code 13 · EIN 81-5017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $14,952 |
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 | $104,197 | $61,338+69.9% | $149,717-30.4% | $71,495+45.7% |
| Participation rate | 98.8% | 62.5%+36.3pp | 78.8%+20.1pp | 67.9%+30.9pp |
| Annual return | 11.63% | 35.86%-24.2pp | 134.41%-122.8pp | 28.85%-17.2pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $11,981 | $2,919+310.4% | $5,682+110.9% | $4,291+179.2% |
| Admin fee / account holder | $248 | $1,263-80.4% | $13,213-98.1% | $1,588-84.4% |