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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,145 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $43,821 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,751 | $90,003-15.8% | $100,398-24.5% | $77,692-2.5% |
| Participation rate | 92.6% | 81.3%+11.3pp | 81.5%+11.1pp | 70.6%+22.0pp |
| Annual return | 14.85% | 20.61%-5.8pp | 49.32%-34.5pp | 31.25%-16.4pp |
| Employer contribution / active EE | $1,089 | $3,043-64.2% | $3,946-72.4% | $2,726-60.0% |
| Participant deferral / active EE | $9,230 | $8,287+11.4% | $8,084+14.2% | $4,648+98.6% |
| Admin fee / account holder | $288 | $172+67.5% | $7,893-96.4% | $431-33.2% |