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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FARMERS DBA NATIONAL ASSOCIATES Service code 13 22720 FAIRVIEW CENTER DRIVE · FAIRVIEW PARK, OH 44126 | Contract Administrator | $7,048 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,009 | $54,717+2.4% | $86,216-35.0% | $71,511-21.7% |
| Participation rate | 59.9% | 60.1%-0.2pp | 69.0%-9.1pp | 67.9%-8.1pp |
| Annual return | 20.05% | 20.07%0pp | 1169.42%-1149.4pp | 28.86%-8.8pp |
| Employer contribution / active EE | $1,854 | $1,267+46.4% | $2,382-22.1% | $2,589-28.4% |
| Participant deferral / active EE | $1,936 | $3,110-37.8% | $3,986-51.4% | $4,291-54.9% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,853-100.0% | $1,588-100.0% |