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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 | $17,297 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,693 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,092 | $80,983-33.2% | $96,544-44.0% | $75,177-28.0% |
| Participation rate | 88.8% | 71.8%+17.0pp | 76.0%+12.8pp | 67.2%+21.6pp |
| Annual return | 20.69% | 27.05%-6.4pp | 25.88%-5.2pp | 160.75%-140.1pp |
| Employer contribution / active EE | $1,975 | $2,282-13.5% | $2,966-33.4% | $2,671-26.1% |
| Participant deferral / active EE | $4,278 | $3,929+8.9% | $4,851-11.8% | $4,126+3.7% |
| Admin fee / account holder | $191 | $6,717-97.2% | $8,254-97.7% | $5,651-96.6% |