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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,261 | $105,028-9.3% | $107,187-11.1% | $100,573-5.3% |
| Participation rate | 85.3% | 81.2%+4.0pp | 75.0%+10.2pp | 70.9%+14.3pp |
| Annual return | 9.77% | 10.61%-0.8pp | 204.55%-194.8pp | 18.89%-9.1pp |
| Employer contribution / active EE | $5,207 | $5,641-7.7% | $3,782+37.7% | $3,763+38.4% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $168 | $355-52.7% | $9,162-98.2% | $454-63.0% |