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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IFP ADVISORS INC Service code 27 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Plan) | $52,829 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $33,533 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS LLC Service code 13 PO BOX 241267 · ST PAUL, MN 55124 | Contract Administrator | $13,492 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,687 | $91,406-4.1% | $130,062-32.6% | $74,473+17.7% |
| Participation rate | 73.3% | 77.8%-4.5pp | 78.5%-5.2pp | 70.7%+2.5pp |
| Annual return | 16.91% | 23.21%-6.3pp | -137.37%+154.3pp | 34.36%-17.4pp |
| Employer contribution / active EE | $3,582 | $2,565+39.6% | $4,322-17.1% | $2,638+35.7% |
| Participant deferral / active EE | $3,006 | $4,724-36.4% | $5,821-48.4% | $4,530-33.6% |
| Admin fee / account holder | $189 | $283-33.5% | $10,601-98.2% | $347-45.7% |