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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11634 MAPLE ST · FISHERS, IN 46038 | Advisory (Plan) | $10,320 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,727 |
Service code 13 25 MERCHANT STREET · CINCINNATI, OH 45246 | Contract Administrator | $3,780 |
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 | $21,005 | $65,428-67.9% | $169,390-87.6% | $71,511-70.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | 20.27% | 21.35%-1.1pp | 406.07%-385.8pp | 28.86%-8.6pp |
| Employer contribution / active EE | $2,686 | $2,064+30.2% | $4,013-33.1% | $2,589+3.8% |
| Participant deferral / active EE | $2,102 | $4,360-51.8% | $6,222-66.2% | $4,291-51.0% |
| Admin fee / account holder | $197 | $1,328-85.1% | $9,015-97.8% | $1,588-87.6% |