Filed January 15, 2025 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AM. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $80,920 |
SENTINEL PENSION ADVISORS11+ years Filed as: SENTINEL PENSION & PAYROLL Service code 13 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Contract Administrator | $45,748 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,597 |
SENTINEL PENSION ADVISORS11+ years Filed as: SENTINEL PENSION & PAYROLL, LLC Service code 13 | Contract Administrator | $10,000 |
LAPORTE A PROFESSIONAL1 year Service code 10 111 VETERANS MEMORIAL BLVD STE 600 · METAIRIE, LA 70005 | Accounting | $7,061 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,015 | $131,799+29.8% | $200,582-14.7% | $85,563+99.9% |
| Participation rate | 85.6% | 87.9%-2.3pp | 86.9%-1.3pp | 66.0%+19.6pp |
| Annual return | 30.27% | 21.59%+8.7pp | 42.33%-12.1pp | 31.51%-1.2pp |
| Employer contribution / active EE | $3,015 | $4,532-33.5% | $6,419-53.0% | $2,654+13.6% |
| Participant deferral / active EE | $9,224 | $7,702+19.8% | $9,331-1.1% | $4,375+110.8% |
| Admin fee / account holder | $246 | $235+4.8% | $16,305-98.5% | $834-70.5% |