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| Provider | Service type | Compensation |
|---|---|---|
ACE TELEPHONE ASSOCIATION9+ years Service code 10 207 E CEDAR STREET · HOUSTON, MN 55943 | Accounting | $13,125 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,993 | $69,511+239.5% | $94,672+149.3% | $71,529+229.9% |
| Participation rate | 95.1% | 78.4%+16.7pp | 80.8%+14.2pp | 67.9%+27.1pp |
| Annual return | 17.27% | 29.67%-12.4pp | 156.89%-139.6pp | 28.97%-11.7pp |
| Employer contribution / active EE | $6,865 | $2,853+140.6% | $3,673+86.9% | $2,590+165.1% |
| Participant deferral / active EE | $7,134 | $7,348-2.9% | $7,417-3.8% | $4,291+66.2% |
| Admin fee / account holder | $90 | $1,211-92.6% | $7,222-98.8% | $1,588-94.3% |