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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $14,759 |
PREMIER PLAN CONSULTANTS6 years Service code 64 6215 FERNS SQUARE SUITE 125 · SAN DIEGO, CA 92121 | Recordkeeping Fees | $11,200 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,661 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,728 | $59,054-36.1% | $97,197-61.2% | $77,714-51.5% |
| Participation rate | 97.4% | 67.9%+29.5pp | 72.7%+24.7pp | 70.6%+26.8pp |
| Annual return | 17.42% | 16.96%+0.5pp | 75.47%-58.0pp | 31.26%-13.8pp |
| Employer contribution / active EE | $1,959 | $1,742+12.5% | $2,723-28.0% | $2,727-28.2% |
| Participant deferral / active EE | $7,589 | $3,930+93.1% | $4,263+78.0% | $4,649+63.2% |
| Admin fee / account holder | $47 | $346-86.4% | $5,637-99.2% | $433-89.1% |