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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,002 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $47,245 |
Filed as: ANDERS MINKLER HUBER & HELM LLP DBA Service code 10 800 MARKET ST · ST LOUIS, MO 63101 | Accounting | $14,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,600 | $45,022-16.5% | $85,126-55.8% | $77,714-51.6% |
| Participation rate | 93.2% | 48.7%+44.5pp | 67.5%+25.7pp | 70.6%+22.6pp |
| Annual return | 12.99% | 79.38%-66.4pp | 66.63%-53.6pp | 31.26%-18.3pp |
| Employer contribution / active EE | $803 | $1,610-50.1% | $2,731-70.6% | $2,727-70.6% |
| Participant deferral / active EE | $4,387 | $2,811+56.1% | $4,523-3.0% | $4,649-5.7% |
| Admin fee / account holder | $178 | $913-80.5% | $6,160-97.1% | $433-59.0% |