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| Provider | Service type | Compensation |
|---|---|---|
FARMER & BETTS2 years Filed as: FARMER & BETTS, INC. Service code 13 · EIN 94-3322438 6010 20TH ST E, STE 1 · TACOMA, WA 98424 | Contract Administrator | $4,215 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,618 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,904 | $51,222-47.5% | $70,544-61.9% | $75,173-64.2% |
| Participation rate | 95.3% | 61.0%+34.3pp | 68.4%+26.9pp | 67.2%+28.1pp |
| Annual return | 11.09% | 30.06%-19.0pp | 32.79%-21.7pp | 160.72%-149.6pp |
| Employer contribution / active EE | $4,091 | $1,827+124.0% | $2,976+37.5% | $2,671+53.2% |
| Participant deferral / active EE | $2,231 | $2,850-21.7% | $4,568-51.2% | $4,126-45.9% |
| Admin fee / account holder | $25 | $4,096-99.4% | $6,427-99.6% | $5,651-99.6% |