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| Provider | Service type | Compensation |
|---|---|---|
NATIONS FINANCIAL GROUP INC2 years Service code 55 3925 FOUNTAINS DR NE STE 200 · CEDAR RAPIDS, IA 52411 | Other Commissions | $148,722 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,267 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $306 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,921 | $50,902+43.3% | $155,534-53.1% | $77,736-6.2% |
| Participation rate | 96.1% | 63.1%+33.0pp | 78.2%+17.9pp | 70.6%+25.5pp |
| Annual return | 14.71% | 34.85%-20.1pp | 64.92%-50.2pp | 31.26%-16.6pp |
| Employer contribution / active EE | $2,615 | $1,991+31.3% | $4,675-44.1% | $2,728-4.1% |
| Participant deferral / active EE | $3,511 | $2,824+24.3% | $5,630-37.6% | $4,651-24.5% |
| Admin fee / account holder | $42 | $437-90.4% | $15,900-99.7% | $433-90.3% |