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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 | $55,457-9.6% | $77,361-35.2% | $94,015-46.7% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 8.17% | 15.57%-7.4pp | 1011.54%-1003.4pp | 17.84%-9.7pp |
| Employer contribution / active EE | $3,079 | $2,255+36.6% | $2,990+3.0% | $2,790+10.4% |
| Participant deferral / active EE | $4,935 | $3,069+60.8% | $3,911+26.2% | $4,249+16.1% |
| Admin fee / account holder | $272 | $4,334-93.7% | $5,894-95.4% | $8,951-97.0% |