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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 | $73,459-67.4% | $178,528-86.6% | $74,429-67.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 13.55% | 17.50%-4.0pp | 27.11%-13.6pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $2,312 | $2,219+4.2% | $3,950-41.5% | $2,625-11.9% |
| Participant deferral / active EE | $2,739 | $4,515-39.3% | $6,278-56.4% | $4,348-37.0% |
| Admin fee / account holder | $237 | $1,812-86.9% | $10,419-97.7% | $1,944-87.8% |