Filed April 26, 2023 (most recent of 3 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 ONE RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $8,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,540 | $91,474+0.1% | $135,982-32.7% | $71,529+28.0% |
| Participation rate | 97.3% | 75.7%+21.6pp | 81.9%+15.4pp | 67.9%+29.4pp |
| Annual return | 15.39% | 29.89%-14.5pp | 68.32%-52.9pp | 28.97%-13.6pp |
| Employer contribution / active EE | $3,629 | $3,705-2.1% | $4,859-25.3% | $2,590+40.1% |
| Participant deferral / active EE | $10,503 | $7,095+48.0% | $7,760+35.4% | $4,291+144.8% |
| Admin fee / account holder | $22 | $1,267-98.3% | $10,767-99.8% | $1,588-98.6% |