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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,221 |
NFP RETIREMENT INC4 years Service code 55 28601 CHAGRIN BLVD #550 · CLEVELAND, OH 44122 | Other Commissions | $18,536 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,859 | $81,358-28.9% | $155,556-62.8% | $80,959-28.5% |
| Participation rate | 86.0% | 66.3%+19.8pp | 78.2%+7.8pp | 67.7%+18.4pp |
| Annual return | 11.69% | 33.39%-21.7pp | 64.84%-53.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $151 | $3,106-95.2% | $4,675-96.8% | $2,757-94.5% |
| Participant deferral / active EE | $4,535 | $3,455+31.2% | $5,631-19.5% | $4,300+5.4% |
| Admin fee / account holder | $282 | $7,994-96.5% | $15,885-98.2% | $6,925-95.9% |