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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSRURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,667 |
CHERRY BEKAERT LLP4 years Service code 13 · EIN 56-0574444 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 23462 | Contract Administrator | $5,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,255 | $55,437-58.1% | $155,534-85.0% | $74,459-68.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.13% | 269.58%-254.5pp | 64.92%-49.8pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $2,184 | $2,266-3.6% | $4,675-53.3% | $2,626-16.8% |
| Participant deferral / active EE | $3,702 | $2,837+30.5% | $5,630-34.2% | $4,350-14.9% |
| Admin fee / account holder | $87 | $1,742-95.0% | $15,900-99.5% | $1,945-95.5% |