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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,271 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $18,501 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 13 · EIN 13-3180178 917 WESTERN AMERICA CIRCLE SUITE 50 · MOBILE, AL 36609 | Contract Administrator | $6,900 |
Filed as: ECONOMIC GROUP PENSION SERVIES, INC Service code 13 | Contract Administrator | $3,083 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 13 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $550 |
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 | $35,900 | $55,470-35.3% | $155,556-76.9% | $74,478-51.8% |
| Participation rate | 85.9% | 61.9%+24.0pp | 78.2%+7.7pp | 67.2%+18.7pp |
| Annual return | 10.76% | 269.80%-259.0pp | 64.84%-54.1pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $1,915 | $2,267-15.5% | $4,675-59.0% | $2,626-27.1% |
| Participant deferral / active EE | $2,052 | $2,838-27.7% | $5,631-63.5% | $4,350-52.8% |
| Admin fee / account holder | $193 | $1,744-88.9% | $15,885-98.8% | $1,946-90.1% |