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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP3 years Filed as: KB PENSION SERVICES INC Service code 13 · EIN 65-0721164 | Contract Administrator | $9,027 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $277 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,269 | $88,203-52.1% | $165,100-74.4% | $74,478-43.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 10.40% | 17.13%-6.7pp | 70.21%-59.8pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $2,692 | $2,601+3.5% | $4,348-38.1% | $2,626+2.5% |
| Participant deferral / active EE | $2,082 | $4,505-53.8% | $6,035-65.5% | $4,350-52.2% |
| Admin fee / account holder | $42 | $2,235-98.1% | $12,696-99.7% | $1,946-97.9% |