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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $316,570 |
Service code 13 · EIN 94-1749354 6800 SANTA TERESA BLVD · SAN JOSE, CA 95119 | Contract Administrator | $51,660 |
Filed as: STRATEGIC CAPITAL INVESTMENTS Service code 27 · EIN 36-4268991 700 E. BUTTERFIELD ROAD · LOMBARD, IL 60148 | Advisory (Plan) | $47,500 |
INEICH & COMPANY, LLP8+ years Service code 10 · EIN 56-2552172 950 TOWER LANE · FOSTER CITY, CA 94404 | Accounting | $21,000 |
Service code 29 · EIN 94-2576729 369 PINE STREET · SAN FRANCISCO, CA 94104 | Legal | $14,367 |
SMART SOURCE LLC5 years Filed as: SMART SOURCE CRITICAL COMMUNICATION Service code 36 · EIN 30-0830429 P.O. BOX 744448 · ATLANTA, GA 303744448 | Copying and duplicating | $5,583 |
Service code 52 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,223 | $74,831-23.5% | $96,543-40.7% | $103,657-44.8% |
| Participation rate | 75.8% | 83.1%-7.3pp | 74.3%+1.5pp | 73.4%+2.4pp |
| Annual return | 11.26% | 16.15%-4.9pp | 35.75%-24.5pp | 33.13%-21.9pp |
| Employer contribution / active EE | $2,484 | $3,888-36.1% | $3,741-33.6% | $3,216-22.8% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,880-100.0% | $5,218-100.0% |
| Admin fee / account holder | $111 | $130-14.8% | $6,737-98.4% | $114-2.8% |