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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 | $109,266 |
Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,546 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,177 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $30,402 |
CARON & BLETZER, PLLC3 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $14,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,428 | $89,670-60.5% | $90,259-60.7% | $89,670-60.5% |
| Participation rate | 94.9% | 71.2%+23.8pp | 70.7%+24.2pp | 71.2%+23.8pp |
| Annual return | 17.12% | 19.66%-2.5pp | 18.88%-1.8pp | 19.66%-2.5pp |
| Employer contribution / active EE | $1,915 | $4,041-52.6% | $2,291-16.4% | $4,041-52.6% |
| Participant deferral / active EE | $3,277 | $3,962-17.3% | $3,827-14.4% | $3,962-17.3% |
| Admin fee / account holder | $164 | $352-53.4% | $7,267-97.7% | $352-53.4% |