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| Provider | Service type | Compensation |
|---|---|---|
ACE TELEPHONE ASSOCIATION10+ years Service code 10 207 E CEDAR STREET · HOUSTON, MN 55943 | Accounting | $14,020 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,935 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,954 | $78,976+234.2% | $100,383+162.9% | $74,546+254.1% |
| Participation rate | 96.6% | 79.5%+17.1pp | 81.5%+15.1pp | 67.2%+29.3pp |
| Annual return | 16.34% | 20.62%-4.3pp | 49.26%-32.9pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $12,140 | $3,019+302.2% | $3,944+207.8% | $2,624+362.6% |
| Participant deferral / active EE | $8,154 | $7,758+5.1% | $8,086+0.8% | $4,347+87.6% |
| Admin fee / account holder | $154 | $1,330-88.5% | $7,900-98.1% | $1,944-92.1% |