Filed October 11, 2021
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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 | $10,731 |
THREE BELL CAPITAL LLC1 year Service code 27 548 MARKET ST PMB 72712 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $10,058 |
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $1,943 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,974 | $102,422-29.7% | $147,117-51.1% | $80,959-11.1% |
| Participation rate | 86.6% | 75.9%+10.7pp | 82.2%+4.4pp | 67.7%+18.9pp |
| Annual return | 16.15% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $3,489 | $3,717-6.2% | $4,932-29.3% | $2,757+26.5% |
| Participant deferral / active EE | $8,749 | $6,652+31.5% | $8,065+8.5% | $4,300+103.4% |
| Admin fee / account holder | $203 | $7,953-97.4% | $12,993-98.4% | $6,925-97.1% |