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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 | $69,745+24.7% | $67,511+28.9% | $74,546+16.7% |
| Participation rate | 80.2% | 71.3%+8.9pp | 72.9%+7.4pp | 67.2%+13.0pp |
| Annual return | 16.27% | -40.37%+56.6pp | 3517.41%-3501.1pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $3,242 | $2,705+19.8% | $2,733+18.6% | $2,624+23.5% |
| Participant deferral / active EE | $4,240 | $3,636+16.6% | $4,000+6.0% | $4,347-2.5% |
| Admin fee / account holder | $131 | $894-85.3% | $3,999-96.7% | $1,944-93.2% |