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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,100 |
Filed as: COMPENSATION BENEFITS PLANNING, INC Service code 13 · EIN 43-1021898 | Contract Administrator | $990 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,120 | $42,367-31.3% | $79,583-63.4% | $64,824-55.1% |
| Participation rate | 83.1% | 64.7%+18.4pp | 69.5%+13.6pp | 71.5%+11.7pp |
| Annual return | -4.57% | -12.24%+7.7pp | 0.16%-4.7pp | 32.84%-37.4pp |
| Employer contribution / active EE | $1,154 | $1,181-2.2% | $2,414-52.2% | $2,507-54.0% |
| Participant deferral / active EE | $4,560 | $3,168+43.9% | $3,986+14.4% | $4,311+5.8% |
| Admin fee / account holder | $22 | $160-86.1% | $6,835-99.7% | $188-88.2% |