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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $541,211 |
IBEW LOCAL 43 ANNUITY FUND10+ years Service code 99 · EIN 51-6052602 | Other Fees | $465,954 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047301 | Legal | $42,332 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $34,250 |
JOSEPH W. MCCARTHY & ASSOCIATES10+ years Filed as: JOSEPH W. MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $30,627 |
PINNACLE FINANCIAL SERVICES, INC.10+ years Filed as: PINNACLE INVESTMENTS, INC. Service code 49 · EIN 20-5319494 | Other Services | $30,000 |
MARCO CONSULTING GROUP10+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $28,000 |
EXETER TRUST COMPANY1 year Service code 21 · EIN 02-0476209 | Bank Trustee | $0 |
MANNING & NAPIER1 year Filed as: MANNING & NAPIER ADVISORS LLC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,209 | $98,776+40.9% | $119,126+16.9% | $89,670+55.2% |
| Participation rate | 93.5% | 83.1%+10.4pp | 75.8%+17.8pp | 71.2%+22.4pp |
| Annual return | 10.62% | 9.25%+1.4pp | 282.11%-271.5pp | 19.66%-9.0pp |
| Employer contribution / active EE | $7,701 | $5,802+32.7% | $4,034+90.9% | $4,041+90.5% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $270 | $230+17.0% | $10,693-97.5% | $352-23.4% |