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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,374 |
Filed as: NORTH SHORE BANK Service code 27 131 W SUPERIOR ST · DULUTH, MN 55802 | Advisory (Plan) | $12,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,761 | $83,023-55.7% | $102,437-64.1% | $77,762-52.7% |
| Participation rate | 64.5% | 71.5%-7.1pp | 74.5%-10.1pp | 70.6%-6.1pp |
| Annual return | 24.21% | 19.12%+5.1pp | 24.95%-0.7pp | 31.27%-7.1pp |
| Employer contribution / active EE | $3,906 | $3,552+10.0% | $3,871+0.9% | $2,728+43.2% |
| Participant deferral / active EE | $4,903 | $4,110+19.3% | $5,060-3.1% | $4,651+5.4% |
| Admin fee / account holder | $216 | $639-66.1% | $8,388-97.4% | $433-50.0% |