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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 | $101,499+96.2% | $147,005+35.5% | $74,546+167.2% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+15.0pp | 67.2%+29.9pp |
| Annual return | 16.11% | 8732.34%-8716.2pp | 418.76%-402.7pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $3,423 | $3,811-10.2% | $4,934-30.6% | $2,624+30.4% |
| Participant deferral / active EE | $12,284 | $7,304+68.2% | $8,070+52.2% | $4,347+182.6% |
| Admin fee / account holder | $80 | $1,748-95.4% | $13,006-99.4% | $1,944-95.9% |