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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOSE AMADEO Service code 16 437 BELL POINTE DRIVE · MADISONVILLE, LA 70447 | Consulting | $2,937 |
Filed as: EMPOWER A.I.C.A Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,075 | $96,678-64.8% | $86,640-60.7% | $139,466-75.6% |
| Participation rate | 95.2% | 74.4%+20.8pp | 71.7%+23.5pp | 80.3%+14.9pp |
| Annual return | 12.97% | 106.69%-93.7pp | 592.52%-579.5pp | 373.66%-360.7pp |
| Employer contribution / active EE | $951 | $3,265-70.9% | $3,024-68.6% | $4,754-80.0% |
| Participant deferral / active EE | $2,000 | $4,837-58.7% | $4,438-54.9% | $6,712-70.2% |
| Admin fee / account holder | $78 | $6,410-98.8% | $5,616-98.6% | $11,409-99.3% |