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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $38,126 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,540 |
UNITED 401(K) PLANS, INC.2 years Filed as: UNITED 401(K) PLANS INC Service code 13 682 E VINE ST #8 · MURRAY, UT 84107 | Contract Administrator | $26,421 |
TANNER LLC10+ years Service code 10 36 S STATE ST STE 600 · SALT LAKE CITY, UT 84111 | Accounting | $18,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,931 | $59,093+26.8% | $97,295-23.0% | $77,762-3.6% |
| Participation rate | 97.8% | 67.8%+30.0pp | 72.7%+25.1pp | 70.6%+27.2pp |
| Annual return | 12.91% | 16.93%-4.0pp | 75.62%-62.7pp | 31.27%-18.4pp |
| Employer contribution / active EE | $4,149 | $1,727+140.2% | $2,723+52.4% | $2,728+52.1% |
| Participant deferral / active EE | $3,276 | $3,901-16.0% | $4,264-23.2% | $4,651-29.6% |
| Admin fee / account holder | $284 | $346-17.9% | $5,646-95.0% | $433-34.3% |