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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,909 |
MMLIS3 years Service code 55 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Commissions | $9,400 |
THE RETIREMENT ADVANTAGE INC6 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $2,809 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,342 | $45,343-79.4% | $150,298-93.8% | $67,986-86.3% |
| Participation rate | 87.0% | 51.9%+35.2pp | 77.8%+9.3pp | 57.2%+29.8pp |
| Annual return | 14.03% | 33.28%-19.2pp | 62.79%-48.8pp | 31.67%-17.6pp |
| Employer contribution / active EE | $2,068 | $1,462+41.4% | $4,154-50.2% | $2,019+2.4% |
| Participant deferral / active EE | $1,381 | $2,055-32.8% | $5,453-74.7% | $3,358-58.9% |
| Admin fee / account holder | $51 | $2,250-97.7% | $14,116-99.6% | $3,203-98.4% |