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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 13 · EIN 33-0785439 101 PARK AVENUE 14TH FLOOR · NEW YORK, NY 10178 | Contract Administrator | $25,709 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 ALLIANT RETIREMENT · NEW YORK, NY 10178 | Contract Administrator | $20,137 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,822 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,822 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,502 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,652 | $58,311-23.4% | $81,882-45.5% | $80,959-44.8% |
| Participation rate | 85.6% | 63.5%+22.1pp | 72.4%+13.2pp | 67.7%+17.9pp |
| Annual return | 10.95% | 41.85%-30.9pp | 779.47%-768.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,098 | $2,347-10.6% | $2,916-28.1% | $2,757-23.9% |
| Participant deferral / active EE | $2,947 | $3,287-10.3% | $4,323-31.8% | $4,300-31.5% |
| Admin fee / account holder | $281 | $4,752-94.1% | $7,360-96.2% | $6,925-95.9% |