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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 | $48,011+4.4% | $63,803-21.5% | $82,637-39.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 8.17% | 19.84%-11.7pp | 543.72%-535.6pp | 53.51%-45.3pp |
| Employer contribution / active EE | $3,079 | $1,904+61.7% | $2,532+21.6% | $2,552+20.6% |
| Participant deferral / active EE | $4,935 | $2,846+73.4% | $3,843+28.4% | $4,126+19.6% |
| Admin fee / account holder | $272 | $3,873-93.0% | $5,196-94.8% | $7,339-96.3% |