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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,542 |
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $13,973 |
Service code 27 120 VANTIS DR. STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $7,434 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,829 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 | Contract Administrator | $5,687 |
Service code 13 207 WEST 25TH STEET 9TH FLOOR · NEW YORK, NY 10001 | Contract Administrator | $2,340 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,074 | $83,090-65.0% | $130,062-77.6% | $71,529-59.4% |
| Participation rate | 92.2% | 74.1%+18.1pp | 78.5%+13.7pp | 67.9%+24.3pp |
| Annual return | 15.63% | 20.61%-5.0pp | -137.37%+153.0pp | 28.97%-13.3pp |
| Employer contribution / active EE | $4,263 | $2,624+62.5% | $4,322-1.4% | $2,590+64.6% |
| Participant deferral / active EE | $1,706 | $4,436-61.5% | $5,821-70.7% | $4,291-60.2% |
| Admin fee / account holder | $159 | $1,727-90.8% | $10,601-98.5% | $1,588-90.0% |