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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 | $46,688-80.0% | $189,758-95.1% | $69,733-86.6% |
| Participation rate | 87.0% | 61.7%+25.3pp | 79.8%+7.2pp | 62.5%+24.6pp |
| Annual return | 14.03% | 14.35%-0.3pp | 52.62%-38.6pp | 15.22%-1.2pp |
| Employer contribution / active EE | $2,068 | $1,695+22.0% | $4,767-56.6% | $2,250-8.1% |
| Participant deferral / active EE | $1,381 | $2,143-35.5% | $5,856-76.4% | $3,054-54.8% |
| Admin fee / account holder | $51 | $1,700-97.0% | $20,388-99.7% | $3,102-98.3% |