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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIONDELLA MILONE & LASARACINA LLP Service code 10 300 WINDING BROOK DR · GLASTONBURY, CT 06033 | Accounting | $14,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,177 | $101,653+95.9% | $147,080+35.4% | $74,459+167.5% |
| Participation rate | 97.1% | 75.6%+21.6pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 16.11% | 8754.98%-8738.9pp | 420.17%-404.1pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $3,423 | $3,813-10.2% | $4,933-30.6% | $2,626+30.3% |
| Participant deferral / active EE | $12,284 | $7,304+68.2% | $8,066+52.3% | $4,350+182.4% |
| Admin fee / account holder | $80 | $1,752-95.4% | $12,989-99.4% | $1,945-95.9% |