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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 | $36,052 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $13,074 |
Filed as: ALEXANDER & COMPANY CPAS PSC Service code 10 2707 BRECKENRIDGE ST STE 1 · OWENSBORO, KY 42303 | Accounting | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,770 | $65,437+75.4% | $86,698+32.4% | $66,949+71.4% |
| Participation rate | 85.3% | 75.5%+9.8pp | 76.6%+8.7pp | 69.8%+15.4pp |
| Annual return | -21.41% | -10.91%-10.5pp | 35.96%-57.4pp | 1.57%-23.0pp |
| Employer contribution / active EE | $1,233 | $2,154-42.8% | $2,837-56.5% | $2,545-51.6% |
| Participant deferral / active EE | $3,429 | $4,102-16.4% | $4,656-26.4% | $4,239-19.1% |
| Admin fee / account holder | $257 | $642-60.0% | $7,492-96.6% | $594-56.7% |