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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $25,498 |
ERISA SERVICES, INC.2 years Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $1,525 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,282 | $54,674+17.6% | $76,089-15.5% | $74,429-13.6% |
| Participation rate | 72.5% | 60.3%+12.2pp | 69.1%+3.4pp | 67.2%+5.3pp |
| Annual return | 15.58% | 31.89%-16.3pp | 360.94%-345.4pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $3,104 | $1,781+74.3% | $2,690+15.4% | $2,625+18.3% |
| Participant deferral / active EE | $7,737 | $3,071+151.9% | $4,259+81.6% | $4,348+77.9% |
| Admin fee / account holder | $125 | $2,238-94.4% | $6,418-98.1% | $1,944-93.6% |