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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,393 |
PROVENANCE WEALTH ADVISORS2 years Filed as: PROVENANCE WEALTH ADVISORS LLC Service code 27 200 S BISCAYNE BLVD · MIAMI, FL 331312310 | Advisory (Plan) | $67,668 |
Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $50,838 |
WRIGHT FORD YOUNG & CO8 years Service code 10 16140 SAND CANYON AVE · IRVINE, CA 92618 | Accounting | $14,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,011 | $89,435+2.9% | $164,975-44.2% | $77,714+18.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 16.24% | 28.82%-12.6pp | 70.12%-53.9pp | 31.26%-15.0pp |
| Employer contribution / active EE | $2,053 | $2,563-19.9% | $4,343-52.7% | $2,727-24.7% |
| Participant deferral / active EE | $6,688 | $4,901+36.5% | $6,033+10.8% | $4,649+43.8% |
| Admin fee / account holder | $287 | $340-15.6% | $12,688-97.7% | $433-33.8% |