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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 | Recordkeeping Fees | $16,262 |
Service code 13 · EIN 41-0955056 | Contract Administrator | $9,364 |
Service code 27 | Advisory (Plan) | $5,706 |
WIPFLI LLP1 year Service code 10 | Accounting | $4,383 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 | Investment Management | $248 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,878 | $89,739+1.3% | $149,721-39.3% | $62,293+45.9% |
| Participation rate | 92.7% | 85.1%+7.6pp | 87.1%+5.6pp | 69.5%+23.1pp |
| Annual return | 17.57% | 21.01%-3.4pp | 1501.67%-1484.1pp | 28.90%-11.3pp |
| Employer contribution / active EE | $3,563 | $3,233+10.2% | $5,444-34.6% | $2,042+74.4% |
| Participant deferral / active EE | $5,079 | $4,797+5.9% | $6,568-22.7% | $3,169+60.3% |
| Admin fee / account holder | $71 | $551-87.1% | $11,282-99.4% | $479-85.1% |