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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $55,483 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 26 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Participants) | $43,798 |
Filed as: REILLY CREPPAGE AND CO INC Service code 10 · EIN 25-1588535 601 VALLEY VIEW BLVD · ALTOONA, PA 16602 | Accounting | $20,095 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,233 | $92,076-16.1% | $105,607-26.9% | $77,736-0.6% |
| Participation rate | 96.5% | 81.0%+15.4pp | 75.3%+21.2pp | 70.6%+25.9pp |
| Annual return | 16.91% | 17.84%-0.9pp | 116.11%-99.2pp | 31.26%-14.4pp |
| Employer contribution / active EE | $2,201 | $3,370-34.7% | $3,167-30.5% | $2,728-19.3% |
| Participant deferral / active EE | $4,863 | $5,390-9.8% | $5,011-3.0% | $4,651+4.6% |
| Admin fee / account holder | $226 | $219+3.2% | $10,958-97.9% | $433-47.9% |