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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,348 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $12,997 |
ACTUARIAL BENEFITS CORP5 years Service code 13 | Contract Administrator | $3,249 |
ACTUARIAL BENEFITS CORP5 years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,116 | $50,554-0.9% | $67,681-26.0% | $87,485-42.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 8.17% | 17.81%-9.6pp | 590.58%-582.4pp | 26.06%-17.9pp |
| Employer contribution / active EE | $3,079 | $1,988+54.8% | $2,678+15.0% | $2,596+18.6% |
| Participant deferral / active EE | $4,935 | $2,961+66.7% | $3,976+24.1% | $4,274+15.5% |
| Admin fee / account holder | $272 | $4,132-93.4% | $6,100-95.5% | $7,775-96.5% |