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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,790 |
Service code 27 4340 REDWOOD HWY, STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,388 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC. Service code 13 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $4,350 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 | Contract Administrator | $2,024 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,876 | $62,146-43.9% | $81,438-57.2% | $74,546-53.2% |
| Participation rate | 71.8% | 64.1%+7.7pp | 69.5%+2.3pp | 67.2%+4.6pp |
| Annual return | 11.03% | 16.49%-5.5pp | 24.74%-13.7pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $1,186 | $1,883-37.0% | $2,460-51.8% | $2,624-54.8% |
| Participant deferral / active EE | $3,760 | $3,229+16.4% | $3,883-3.2% | $4,347-13.5% |
| Admin fee / account holder | $215 | $1,922-88.8% | $5,764-96.3% | $1,944-88.9% |