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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 | $17,557 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 | Contract Administrator | $6,708 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,959 | $24,891+349.8% | $69,632+60.8% | $74,478+50.3% |
| Participation rate | 99.2% | 63.4%+35.8pp | 66.4%+32.8pp | 67.2%+32.0pp |
| Annual return | 16.55% | 18.53%-2.0pp | 101.32%-84.8pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $7,204 | $1,005+616.7% | $1,708+321.7% | $2,626+174.3% |
| Participant deferral / active EE | $11,181 | $1,908+486.0% | $2,889+287.0% | $4,350+157.0% |
| Admin fee / account holder | $110 | $1,904-94.2% | $4,695-97.7% | $1,946-94.3% |