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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 | $81,233-28.8% | $155,567-62.8% | $80,874-28.5% |
| Participation rate | 86.0% | 66.2%+19.8pp | 78.2%+7.9pp | 67.6%+18.4pp |
| Annual return | 11.69% | 33.33%-21.6pp | 64.74%-53.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $151 | $3,101-95.1% | $4,674-96.8% | $2,756-94.5% |
| Participant deferral / active EE | $4,535 | $3,452+31.4% | $5,628-19.4% | $4,297+5.5% |
| Admin fee / account holder | $282 | $7,998-96.5% | $15,916-98.2% | $6,935-95.9% |