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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $96,251 |
Filed as: FIDUCIARY PLAN PARTNERS LLC Service code 15 · EIN 81-2872393 | Recordkeeping | $60,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,707 | $113,568-54.5% | $67,561-23.5% | $199,921-74.1% |
| Participation rate | 94.0% | 73.3%+20.7pp | 72.9%+21.1pp | 72.0%+22.0pp |
| Annual return | 15.92% | 15.88%0pp | 3525.44%-3509.5pp | 34.28%-18.4pp |
| Employer contribution / active EE | $2,398 | $3,409-29.6% | $2,735-12.3% | $3,035-21.0% |
| Participant deferral / active EE | $5,476 | $4,163+31.5% | $4,003+36.8% | $5,089+7.6% |
| Admin fee / account holder | $85 | $102-16.6% | $4,006-97.9% | $269-68.3% |