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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 W WACKER DR 5900 · CHICAGO, IL 60606 | Advisory (Plan) | $33,196 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,828 |
Filed as: PENSION PERFORMANCE INC. Service code 13 · EIN 36-4136186 2551 DIVISION ST · JOLIET, IL 60435 | Contract Administrator | $18,307 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,874 | $101,672+8.1% | $147,117-25.3% | $74,478+47.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.64% | 8757.83%-8742.2pp | 420.54%-404.9pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $17,273 | $3,813+353.0% | $4,932+250.2% | $2,626+557.7% |
| Participant deferral / active EE | $9,675 | $7,305+32.5% | $8,065+20.0% | $4,350+122.4% |
| Admin fee / account holder | $229 | $1,753-86.9% | $12,993-98.2% | $1,946-88.2% |