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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 115 WEST JEFFERSON STREET · BLOOMINGTON, IL 61701 | Contract Administrator | $9,048 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,165 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,950 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,108 | $59,093+74.5% | $97,295+6.0% | $77,762+32.6% |
| Participation rate | 99.3% | 67.8%+31.6pp | 72.7%+26.7pp | 70.6%+28.7pp |
| Annual return | 13.44% | 16.93%-3.5pp | 75.62%-62.2pp | 31.27%-17.8pp |
| Employer contribution / active EE | $2,743 | $1,727+58.8% | $2,723+0.7% | $2,728+0.6% |
| Participant deferral / active EE | $5,401 | $3,901+38.5% | $4,264+26.7% | $4,651+16.1% |
| Admin fee / account holder | $16 | $346-95.2% | $5,646-99.7% | $433-96.2% |