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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,338 |
Service code 13 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Contract Administrator | $14,809 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 | Contract Administrator | $7,958 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,802 | $76,696-41.6% | $96,515-53.6% | $71,511-37.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 41.76% | 48.32%-6.6pp | 35.73%+6.0pp | 28.86%+12.9pp |
| Employer contribution / active EE | $5,603 | $3,032+84.8% | $3,740+49.8% | $2,589+116.4% |
| Participant deferral / active EE | $4,852 | $3,770+28.7% | $4,880-0.6% | $4,291+13.1% |
| Admin fee / account holder | $113 | $2,030-94.4% | $6,735-98.3% | $1,588-92.9% |