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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 P.O. BOX 99163 · RALEIGH, NC 276249163 | Contract Administrator | $10,859 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,537 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $890 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,390 | $55,446+50.4% | $155,574-46.4% | $74,429+12.0% |
| Participation rate | 74.2% | 61.9%+12.3pp | 78.2%-4.0pp | 67.2%+7.0pp |
| Annual return | 14.64% | 269.20%-254.6pp | 64.87%-50.2pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $2,588 | $2,266+14.2% | $4,676-44.6% | $2,625-1.4% |
| Participant deferral / active EE | $4,488 | $2,836+58.3% | $5,629-20.3% | $4,348+3.2% |
| Admin fee / account holder | $88 | $1,743-94.9% | $15,914-99.4% | $1,944-95.5% |