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| Provider | Service type | Compensation |
|---|---|---|
Filed as: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 · EIN 56-1606387 P.O. BOX 99163 · RALEIGH, NC 276249163 | Contract Administrator | $3,978 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $177 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,019 | $60,261-70.1% | $81,783-78.0% | $74,546-75.8% |
| Participation rate | 97.3% | 62.9%+34.5pp | 72.4%+25.0pp | 67.2%+30.1pp |
| Annual return | 14.11% | 16.88%-2.8pp | 775.05%-760.9pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $3,437 | $2,622+31.1% | $2,913+18.0% | $2,624+31.0% |
| Participant deferral / active EE | $3,132 | $3,388-7.6% | $4,320-27.5% | $4,347-28.0% |
| Admin fee / account holder | $19 | $1,482-98.7% | $7,380-99.7% | $1,944-99.0% |