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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11634 MAPLE ST · FISHERS, IN 46038 | Advisory (Plan) | $14,805 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,894 |
Service code 13 25 MERCHANT STREET · CINCINNATI, OH 45246 | Contract Administrator | $4,751 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,943 | $73,532-67.4% | $178,505-86.6% | $74,478-67.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 13.55% | 17.49%-3.9pp | 27.16%-13.6pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $2,312 | $2,221+4.1% | $3,955-41.6% | $2,626-12.0% |
| Participant deferral / active EE | $2,739 | $4,519-39.4% | $6,280-56.4% | $4,350-37.0% |
| Admin fee / account holder | $237 | $1,813-86.9% | $10,428-97.7% | $1,946-87.8% |