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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,845 |
Filed as: THE MANDMARBLESTONE GROUP Service code 13 ONE RAYMOND DRIVE, SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $37,384 |
Filed as: MERRILL LYNCH PIERCE FENNER & .00 S Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $33,439 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,841 | $50,458-9.2% | $160,037-71.4% | $64,824-29.3% |
| Participation rate | 98.6% | 68.0%+30.6pp | 78.0%+20.6pp | 71.5%+27.1pp |
| Annual return | -12.29% | -13.42%+1.1pp | 408.95%-421.2pp | 32.84%-45.1pp |
| Employer contribution / active EE | $5,190 | $1,722+201.4% | $4,226+22.8% | $2,507+107.0% |
| Participant deferral / active EE | $2,678 | $4,004-33.1% | $6,184-56.7% | $4,311-37.9% |
| Admin fee / account holder | $178 | $706-74.9% | $8,716-98.0% | $188-5.5% |