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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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $43,496-78.5% | $161,489-94.2% | $64,340-85.5% |
| Participation rate | 87.0% | 53.5%+33.5pp | 78.7%+8.3pp | 55.2%+31.8pp |
| Annual return | 14.03% | 20.76%-6.7pp | 89.72%-75.7pp | 24.14%-10.1pp |
| Employer contribution / active EE | $2,068 | $1,431+44.5% | $4,268-51.6% | $1,862+11.1% |
| Participant deferral / active EE | $1,381 | $1,996-30.8% | $5,630-75.5% | $2,980-53.7% |
| Admin fee / account holder | $51 | $2,330-97.8% | $16,006-99.7% | $3,703-98.6% |