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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,929 |
Service code 10 1001 STATE STREET · ERIE, PA 16501 | Accounting | $15,000 |
DUNBAR, BENDER & ZAPF, INC.6 years Service code 10 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Accounting | $6,684 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,186 | $65,125+33.9% | $143,797-39.4% | $66,949+30.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.26% | -11.13%-3.1pp | -0.04%-14.2pp | 1.57%-15.8pp |
| Employer contribution / active EE | $2,645 | $2,362+12.0% | $4,952-46.6% | $2,545+3.9% |
| Participant deferral / active EE | $5,748 | $2,920+96.8% | $5,638+1.9% | $4,239+35.6% |
| Admin fee / account holder | $479 | $503-4.6% | $14,679-96.7% | $594-19.2% |