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| Provider | Service type | Compensation |
|---|---|---|
FARMER & BETTS1 year Filed as: FARMER & BETTS, INC. Service code 13 · EIN 94-3322438 6010 20TH ST E, STE 1 · TACOMA, WA 98424 | Contract Administrator | $2,196 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,278 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,150 | $48,267-54.1% | $68,808-67.8% | $68,486-67.7% |
| Participation rate | 98.8% | 60.7%+38.2pp | 69.0%+29.8pp | 67.9%+30.9pp |
| Annual return | -15.73% | -12.70%-3.0pp | -6.37%-9.4pp | -7.85%-7.9pp |
| Employer contribution / active EE | $3,221 | $1,829+76.1% | $2,656+21.3% | $2,597+24.1% |
| Participant deferral / active EE | $1,899 | $2,867-33.8% | $3,942-51.8% | $4,028-52.9% |
| Admin fee / account holder | $30 | $4,362-99.3% | $4,936-99.4% | $5,404-99.4% |