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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 | $36,002+12.1% | $161,489-75.0% | $64,728-37.6% |
| Participation rate | 73.4% | 57.4%+16.0pp | 78.7%-5.3pp | 57.9%+15.5pp |
| Annual return | 15.33% | 33.93%-18.6pp | 89.72%-74.4pp | 49.38%-34.0pp |
| Employer contribution / active EE | $3,989 | $1,380+189.2% | $4,268-6.5% | $2,243+77.9% |
| Participant deferral / active EE | $2,081 | $1,815+14.7% | $5,630-63.0% | $2,729-23.7% |
| Admin fee / account holder | $131 | $931-85.9% | $16,006-99.2% | $1,145-88.5% |