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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES3 years Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $6,301 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $785 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,919 | $80,731-49.3% | $103,374-60.4% | $74,546-45.1% |
| Participation rate | 86.3% | 65.7%+20.7pp | 74.5%+11.8pp | 67.2%+19.1pp |
| Annual return | 11.85% | 27.56%-15.7pp | 24.89%-13.0pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $1,854 | $3,158-41.3% | $3,869-52.1% | $2,624-29.4% |
| Participant deferral / active EE | $2,741 | $3,860-29.0% | $5,058-45.8% | $4,347-36.9% |
| Admin fee / account holder | $256 | $2,369-89.2% | $8,394-97.0% | $1,944-86.8% |