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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 | $25,982 |
Service code 10 1001 STATE STREET · ERIE, PA 16501 | Accounting | $10,000 |
DUNBAR, BENDER & ZAPF, INC.7 years Service code 10 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Accounting | $9,112 |
HOUSTON HARBAUGH5 years Service code 29 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Legal | $122 |
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 | $112,413 | $61,391+83.1% | $149,723-24.9% | $71,529+57.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 13.24% | 35.88%-22.6pp | 134.50%-121.3pp | 28.97%-15.7pp |
| Employer contribution / active EE | $2,654 | $2,384+11.4% | $4,821-44.9% | $2,590+2.5% |
| Participant deferral / active EE | $5,639 | $2,921+93.1% | $5,682-0.8% | $4,291+31.4% |
| Admin fee / account holder | $483 | $1,264-61.8% | $13,215-96.3% | $1,588-69.6% |