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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,685 |
BOWLINE FINANCIAL LLC4 years Service code 27 · EIN 84-1748632 | Advisory (Plan) | $55,555 |
THE BENEFIT ADVANTAGE, INC.5 years Filed as: THE BENEFIT ADVANTAGE INC Service code 13 · EIN 38-3254950 | Contract Administrator | $9,259 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,232 | $66,004-26.9% | $81,820-41.1% | $77,714-37.9% |
| Participation rate | 99.3% | 65.8%+33.5pp | 72.4%+26.9pp | 70.6%+28.7pp |
| Annual return | 13.36% | 26.65%-13.3pp | 777.93%-764.6pp | 31.26%-17.9pp |
| Employer contribution / active EE | $2,573 | $2,375+8.3% | $2,915-11.7% | $2,727-5.7% |
| Participant deferral / active EE | $5,475 | $3,508+56.1% | $4,323+26.7% | $4,649+17.8% |
| Admin fee / account holder | $257 | $527-51.2% | $7,391-96.5% | $433-40.7% |