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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $208,506 |
EDWARD JONES11+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $117,740 |
PINNACLE PENSION SERVICES11+ years Service code 13 · EIN 82-0433443 3101 W. MAIN ST., STE. 100 · BOISE, ID 83702 | Contract Administrator | $31,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,365 | $49,468+7.9% | $150,298-64.5% | $103,975-48.7% |
| Participation rate | 60.5% | 58.1%+2.4pp | 77.8%-17.2pp | 72.5%-12.0pp |
| Annual return | 19.27% | 38.98%-19.7pp | 62.79%-43.5pp | 19.41%-0.1pp |
| Employer contribution / active EE | $1,877 | $1,670+12.4% | $4,154-54.8% | $3,722-49.6% |
| Participant deferral / active EE | $2,992 | $2,650+12.9% | $5,453-45.1% | $5,343-44.0% |
| Admin fee / account holder | $248 | $385-35.6% | $14,116-98.2% | $332-25.5% |