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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 19 · EIN 06-1050034 | Securities Custodian | $120,058 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 230 W. MONROE ST. SUITE 310 · CHICAGO, IL 60606 | Accounting | $16,800 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 70 · EIN 36-3485298 180 NORTH LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $14,040 |
HUNT INSURANCE AGENCY, INC.7 years Filed as: HUNT INSURANCE AGENCY, INC Service code 53 · EIN 36-2730032 12000 HARLEM DR · PALOS HEIGHTS, IL 60463 | Insurance Commissions | $7,595 |
ARNOLD & KADJAN10+ years Service code 29 · EIN 36-2498571 35 EAST WACKER DRIVE, SUITE 600 · CHICAGO, IL 60601 | Legal | $6,313 |
Participant 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 | $206,943 | $98,776+109.5% | $119,126+73.7% | $89,670+130.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 9.18% | 9.25%-0.1pp | 282.11%-272.9pp | 19.66%-10.5pp |
| Employer contribution / active EE | $9,553 | $5,802+64.7% | $4,034+136.8% | $4,041+136.4% |
| Participant deferral / active EE | $308 | $1,748-82.4% | $5,318-94.2% | $3,962-92.2% |
| Admin fee / account holder | $125 | $230-45.7% | $10,693-98.8% | $352-64.4% |