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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $46,550 |
OLON USA LLC1 year Service code 99 7528 AUBURN RD · CONCORD TWP, OH 44077 | Other Fees | $23,578 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $1,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,489 | $101,499+19.7% | $147,005-17.4% | $74,546+63.0% |
| Participation rate | 91.0% | 75.5%+15.5pp | 82.2%+8.8pp | 67.2%+23.8pp |
| Annual return | 15.08% | 8732.34%-8717.3pp | 418.76%-403.7pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $2,453 | $3,811-35.6% | $4,934-50.3% | $2,624-6.5% |
| Participant deferral / active EE | $7,494 | $7,304+2.6% | $8,070-7.1% | $4,347+72.4% |
| Admin fee / account holder | $170 | $1,748-90.3% | $13,006-98.7% | $1,944-91.3% |