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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 | $105,028+97.0% | $107,187+93.1% | $100,573+105.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.0%+25.0pp | 70.9%+29.1pp |
| Annual return | 9.18% | 10.61%-1.4pp | 204.55%-195.4pp | 18.89%-9.7pp |
| Employer contribution / active EE | $9,553 | $5,641+69.4% | $3,782+152.6% | $3,763+153.8% |
| Participant deferral / active EE | $308 | $2,685-88.5% | $5,096-94.0% | $4,921-93.7% |
| Admin fee / account holder | $125 | $355-64.7% | $9,162-98.6% | $454-72.4% |