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| Provider | Service type | Compensation |
|---|---|---|
PEAK RETIREMENT GROUP2 years Filed as: PEAK WEALTH SOLUTIONS INC Service code 27 29225 CHAGRIN BLVD 100 · PEPPERPIKE, OH 44122 | Advisory (Plan) | $28,394 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,073 | $101,499-39.8% | $147,005-58.5% | $74,546-18.1% |
| Participation rate | 90.5% | 75.5%+15.0pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 22.23% | 8732.34%-8710.1pp | 418.76%-396.5pp | 1366.03%-1343.8pp |
| Employer contribution / active EE | $2,036 | $3,811-46.6% | $4,934-58.7% | $2,624-22.4% |
| Participant deferral / active EE | $5,888 | $7,304-19.4% | $8,070-27.0% | $4,347+35.4% |
| Admin fee / account holder | $128 | $1,748-92.7% | $13,006-99.0% | $1,944-93.4% |