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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $211,051 |
Service code 27 · EIN 81-0572878 232 REGENT COURT · STATE COLLEGE, PA 16801 | Advisory (Plan) | $162,202 |
DUNBAR, BENDER & ZAPF, INC.7 years Service code 13 · EIN 25-1650062 FRICK BUILDING, 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $17,990 |
BAKER TILLY US, LLP6 years Service code 50 · EIN 39-0859910 1423 NORTH ATHERTON STREET · STATE COLLEGE, PA 16801 | Direct Payment | $15,645 |
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 | $175,512 | $55,437+216.6% | $155,534+12.8% | $74,459+135.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.37% | 269.58%-256.2pp | 64.92%-51.5pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $5,686 | $2,266+150.9% | $4,675+21.6% | $2,626+116.6% |
| Participant deferral / active EE | $5,439 | $2,837+91.7% | $5,630-3.4% | $4,350+25.0% |
| Admin fee / account holder | $832 | $1,742-52.2% | $15,900-94.8% | $1,945-57.2% |