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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $460,755 |
Filed as: UNITED ADMINISTRATIVE SERVICES INC Service code 13 · EIN 94-1749354 | Contract Administrator | $54,243 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $48,000 |
Filed as: NEYHART ANDERSON FLYNN & GROSBOLL Service code 29 · EIN 94-2576729 | Legal | $25,317 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $23,000 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN AGENCY Service code 22 · EIN 36-2668272 | Insurance Broker | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,755 | $98,776-28.4% | $119,126-40.6% | $89,670-21.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 10.57% | 9.25%+1.3pp | 282.11%-271.5pp | 19.66%-9.1pp |
| Employer contribution / active EE | $3,159 | $5,802-45.5% | $4,034-21.7% | $4,041-21.8% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $140 | $230-39.0% | $10,693-98.7% | $352-60.1% |