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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,991 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $25,474 |
Service code 27 200 COLONIAL CENTER PKWY STE 140 · LAKE MARY, FL 32746 | Advisory (Plan) | $16,232 |
ALLIANCE BENEFIT GROUP8 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7908 N SAM HOUSTON PKWY W STE 500 · HOUSTON, TX 77064 | Contract Administrator | $6,127 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,994 | $69,774+24.7% | $67,575+28.7% | $74,459+16.8% |
| Participation rate | 80.2% | 71.4%+8.8pp | 72.9%+7.3pp | 67.2%+13.0pp |
| Annual return | 16.27% | -40.53%+56.8pp | 3528.98%-3512.7pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $3,242 | $2,710+19.6% | $2,736+18.5% | $2,626+23.4% |
| Participant deferral / active EE | $4,240 | $3,636+16.6% | $4,003+5.9% | $4,350-2.5% |
| Admin fee / account holder | $131 | $890-85.2% | $3,993-96.7% | $1,945-93.2% |