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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP2 years Service code 13 2790 SKYPARK DR SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $28,858 |
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $23,607 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,957 |
Filed as: EMPOWER ADVISOR GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,263 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,368 | $46,464-13.1% | $150,298-73.1% | $79,634-49.3% |
| Participation rate | 73.4% | 57.0%+16.4pp | 77.8%-4.4pp | 62.5%+10.9pp |
| Annual return | 15.33% | 27.89%-12.6pp | 62.79%-47.5pp | 36.46%-21.1pp |
| Employer contribution / active EE | $3,989 | $1,512+163.9% | $4,154-4.0% | $2,529+57.7% |
| Participant deferral / active EE | $2,081 | $2,157-3.5% | $5,453-61.8% | $3,835-45.7% |
| Admin fee / account holder | $131 | $891-85.3% | $14,116-99.1% | $1,002-86.9% |