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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $13,573 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,321 |
Filed as: BENEFIT PLANS INC Service code 13 16924 FRANCES ST, STE 100 · OMAHA, NE 68130 | Contract Administrator | $3,055 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $55 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,988 | $77,920-44.8% | $149,723-71.3% | $75,177-42.8% |
| Participation rate | 87.2% | 65.6%+21.7pp | 78.8%+8.5pp | 67.2%+20.0pp |
| Annual return | 15.09% | 31.72%-16.6pp | 134.50%-119.4pp | 160.75%-145.7pp |
| Employer contribution / active EE | $3,737 | $3,138+19.1% | $4,821-22.5% | $2,671+39.9% |
| Participant deferral / active EE | $1,950 | $3,411-42.8% | $5,682-65.7% | $4,126-52.8% |
| Admin fee / account holder | $141 | $5,951-97.6% | $13,215-98.9% | $5,651-97.5% |