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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 | $18,119 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $11,131 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,119 | $61,338+77.9% | $149,717-27.1% | $71,495+52.6% |
| Participation rate | 99.1% | 62.5%+36.5pp | 78.8%+20.3pp | 67.9%+31.1pp |
| Annual return | 19.20% | 35.86%-16.7pp | 134.41%-115.2pp | 28.85%-9.7pp |
| Employer contribution / active EE | $3,380 | $2,381+41.9% | $4,820-29.9% | $2,589+30.5% |
| Participant deferral / active EE | $4,997 | $2,919+71.2% | $5,682-12.1% | $4,291+16.5% |
| Admin fee / account holder | $94 | $1,263-92.5% | $13,213-99.3% | $1,588-94.1% |