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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $35,542 |
NEEDLES & ASSOCIATES, LLC9+ years Service code 10 · EIN 51-0435869 | Accounting | $19,555 |
Filed as: ROBEIN, URANN, SPENCER, PICARD & CA Service code 29 · EIN 72-0999672 | Legal | $8,080 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,516 | $82,980-88.5% | $103,378-90.8% | $77,692-87.8% |
| Participation rate | 99.5% | 71.5%+27.9pp | 74.5%+25.0pp | 70.6%+28.9pp |
| Annual return | 14.20% | 19.11%-4.9pp | 24.91%-10.7pp | 31.25%-17.1pp |
| Employer contribution / active EE | $1,329 | $3,554-62.6% | $3,870-65.7% | $2,726-51.2% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $95 | $639-85.1% | $8,401-98.9% | $431-77.9% |