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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 | $54,679+58.0% | $76,119+13.5% | $74,459+16.0% |
| Participation rate | 96.2% | 60.3%+35.9pp | 69.1%+27.1pp | 67.2%+29.0pp |
| Annual return | 9.23% | 31.90%-22.7pp | 361.25%-352.0pp | 1369.70%-1360.5pp |
| Employer contribution / active EE | $3,445 | $1,781+93.4% | $2,693+27.9% | $2,626+31.2% |
| Participant deferral / active EE | $10,317 | $3,072+235.8% | $4,259+142.2% | $4,350+137.2% |
| Admin fee / account holder | $299 | $2,238-86.7% | $6,421-95.4% | $1,945-84.6% |