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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $19,124 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,833 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,014 | $79,223-20.5% | $102,460-38.5% | $74,478-15.4% |
| Participation rate | 98.1% | 74.8%+23.4pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 15.30% | 54.98%-39.7pp | 29.47%-14.2pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $2,097 | $2,363-11.3% | $3,025-30.7% | $2,626-20.2% |
| Participant deferral / active EE | $4,419 | $4,4170% | $5,056-12.6% | $4,350+1.6% |
| Admin fee / account holder | $219 | $2,003-89.1% | $9,460-97.7% | $1,946-88.8% |