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| Provider | Service type | Compensation |
|---|---|---|
MMLIS1 year Service code 55 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $17,724 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $5,093 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,838 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $123 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,759 | $55,446-49.9% | $155,574-82.2% | $74,429-62.7% |
| Participation rate | 95.0% | 61.9%+33.1pp | 78.2%+16.8pp | 67.2%+27.8pp |
| Annual return | 14.51% | 269.20%-254.7pp | 64.87%-50.4pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $4,773 | $2,266+110.6% | $4,676+2.1% | $2,625+81.8% |
| Participant deferral / active EE | $4,666 | $2,836+64.5% | $5,629-17.1% | $4,348+7.3% |
| Admin fee / account holder | $4 | $1,743-99.7% | $15,914-100.0% | $1,944-99.8% |