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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $90,933 |
UMR2 years Service code 13 · EIN 35-1860603 | Contract Administrator | $38,479 |
STANDARD VALUATIONS4 years Service code 27 · EIN 41-1327339 | Advisory (Plan) | $32,500 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARTNERS LLC Service code 29 · EIN 03-0599899 | Legal | $17,913 |
LEGACY PROFESSIONALS LLP4 years Service code 10 · EIN 32-0043599 | Accounting | $17,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,261 | $96,999-1.8% | $123,973-23.2% | $83,436+14.2% |
| Participation rate | 85.3% | 84.4%+0.8pp | 76.7%+8.6pp | 73.2%+12.1pp |
| Annual return | 9.77% | 8.97%+0.8pp | 388.13%-378.4pp | 19.34%-9.6pp |
| Employer contribution / active EE | $5,207 | $5,808-10.3% | $4,126+26.2% | $4,072+27.9% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,247-100.0% | $3,411-100.0% |
| Admin fee / account holder | $168 | $227-26.1% | $11,799-98.6% | $265-36.7% |