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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $43,785 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $42,813 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $6,230 |
Annual investment return 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 | $86,395 | $54,558+58.4% | $76,002+13.7% | $74,546+15.9% |
| Participation rate | 96.2% | 60.3%+35.9pp | 69.1%+27.1pp | 67.2%+29.0pp |
| Annual return | 9.23% | 31.83%-22.6pp | 360.07%-350.8pp | 1366.03%-1356.8pp |
| Employer contribution / active EE | $3,445 | $1,778+93.8% | $2,688+28.1% | $2,624+31.3% |
| Participant deferral / active EE | $10,317 | $3,065+236.6% | $4,257+142.4% | $4,347+137.3% |
| Admin fee / account holder | $299 | $2,232-86.6% | $6,414-95.3% | $1,944-84.6% |