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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 | $59,054+74.6% | $97,197+6.1% | $77,714+32.7% |
| Participation rate | 99.3% | 67.9%+31.4pp | 72.7%+26.6pp | 70.6%+28.7pp |
| Annual return | 13.44% | 16.96%-3.5pp | 75.47%-62.0pp | 31.26%-17.8pp |
| Employer contribution / active EE | $2,743 | $1,742+57.5% | $2,723+0.7% | $2,727+0.6% |
| Participant deferral / active EE | $5,401 | $3,930+37.4% | $4,263+26.7% | $4,649+16.2% |
| Admin fee / account holder | $16 | $346-95.2% | $5,637-99.7% | $433-96.2% |