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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,054 |
Service code 27 1400 AMERICAN BLVD, BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $1,212 |
JANET A. PANEBIANCO, CPA, PLLC1+ years Filed as: JANET A PANEBIANCO CPA PLLC Service code 13 DBA BSP RETIREMENT SVCS · OLDSMAR, FL 34677 | Contract Administrator | $500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,538 | $79,209-95.5% | $102,434-96.5% | $74,459-95.2% |
| Participation rate | 75.7% | 74.8%+0.9pp | 76.5%-0.8pp | 67.2%+8.5pp |
| Annual return | 0.00% | 54.98%-55.0pp | 29.46%-29.5pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $843 | $2,362-64.3% | $3,023-72.1% | $2,626-67.9% |
| Participant deferral / active EE | $1,672 | $4,417-62.1% | $5,055-66.9% | $4,350-61.6% |
| Admin fee / account holder | $40 | $2,002-98.0% | $9,462-99.6% | $1,945-98.0% |