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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 14 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Plan Administrator | $773,715 |
BENESYS, INC.6 years Service code 14 · EIN 38-2383171 | Plan Administrator | $32,493 |
PLANTE & MORAN, PLLC9+ years Service code 10 · EIN 33-1498605 | Accounting | $23,050 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $21,667 |
LITTLER MENDELSON, P.C.2 years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $19,102 |
HESSIAN & MCKASY, PA6 years Filed as: HESSIAN & MCKASY, P.A. Service code 29 · EIN 20-1551306 | Legal | $10,470 |
COMERICA BANK5 years Service code 49 · EIN 42-1741646 | Other Services | $6,324 |
Service code 29 · EIN 31-0541755 | Legal | $5,295 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,554 | $86,936-53.4% | $102,383-60.4% | $99,269-59.1% |
| Participation rate | 88.6% | 81.7%+7.0pp | 74.5%+14.1pp | 71.7%+16.9pp |
| Annual return | 12.44% | 14.99%-2.5pp | 24.94%-12.5pp | 17.66%-5.2pp |
| Employer contribution / active EE | $4,934 | $3,925+25.7% | $3,870+27.5% | $3,265+51.1% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,344-100.0% |
| Admin fee / account holder | $192 | $140+36.8% | $8,391-97.7% | $109+75.9% |