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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,925 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $47,134 |
ACUFF & ASSOCIATES, INC.3+ years Filed as: ACUFF & ASSOCIATES INC Service code 13 320 SEVEN SPRINGS WAY STE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $41,674 |
Filed as: ARES RETIREMENT PLAN SERVICES LLC Service code 99 5100 POPLAR AVE. STE 810 · MEMPHIS, TN 38137 | Other Fees | -$7,995 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,863 | $50,919-27.6% | $155,556-76.3% | $77,762-52.6% |
| Participation rate | 90.8% | 63.1%+27.7pp | 78.2%+12.5pp | 70.6%+20.2pp |
| Annual return | 19.09% | 34.84%-15.7pp | 64.84%-45.8pp | 31.27%-12.2pp |
| Employer contribution / active EE | $1,310 | $1,991-34.2% | $4,675-72.0% | $2,728-52.0% |
| Participant deferral / active EE | $10,500 | $2,824+271.8% | $5,631+86.5% | $4,651+125.8% |
| Admin fee / account holder | $221 | $437-49.5% | $15,885-98.6% | $433-49.0% |