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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 | $35,032 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $12,196 |
ACTUARIAL BENEFITS CORP4 years Service code 13 | Contract Administrator | $3,449 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 | Contract Administrator | $0 |
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 | $55,004 | $48,314+13.8% | $67,561-18.6% | $80,925-32.0% |
| Participation rate | 89.9% | 66.4%+23.5pp | 72.9%+17.0pp | 67.7%+22.2pp |
| Annual return | 17.55% | 18.28%-0.7pp | 3525.44%-3507.9pp | 35.65%-18.1pp |
| Employer contribution / active EE | $2,809 | $2,022+39.0% | $2,735+2.7% | $2,756+1.9% |
| Participant deferral / active EE | $4,190 | $2,927+43.2% | $4,003+4.7% | $4,299-2.5% |
| Admin fee / account holder | $277 | $3,690-92.5% | $4,006-93.1% | $6,940-96.0% |