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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $390,051 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $255,058 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $86,109 |
JGD & ASSOCIATES LLP4 years Service code 10 · EIN 95-3132551 5355 MIRA SORRENTO PL. · SAN DIEGO, CA 921213825 | Accounting | $20,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,004 | $103,657-10.3% | $94,677-1.8% | $103,657-10.3% |
| Participation rate | 89.3% | 73.4%+15.9pp | 80.8%+8.5pp | 73.4%+15.9pp |
| Annual return | 16.12% | 33.13%-17.0pp | 156.95%-140.8pp | 33.13%-17.0pp |
| Employer contribution / active EE | $1,969 | $3,216-38.8% | $3,673-46.4% | $3,216-38.8% |
| Participant deferral / active EE | $6,755 | $5,218+29.5% | $7,418-8.9% | $5,218+29.5% |
| Admin fee / account holder | $101 | $114-11.1% | $7,222-98.6% | $114-11.1% |