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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 | $37,747 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 | Contract Administrator | $11,465 |
Service code 13 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Contract Administrator | $2,395 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,659 | $80,748-41.0% | $102,383-53.4% | $74,429-36.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 22.13% | 27.57%-5.4pp | 24.94%-2.8pp | 1368.38%-1346.3pp |
| Employer contribution / active EE | $4,181 | $3,159+32.3% | $3,870+8.0% | $2,625+59.3% |
| Participant deferral / active EE | $5,380 | $3,861+39.3% | $5,060+6.3% | $4,348+23.7% |
| Admin fee / account holder | $131 | $2,371-94.5% | $8,391-98.4% | $1,944-93.3% |