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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $238,080 |
Filed as: EMPOWER ADVISORY GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $45,969 |
MERCER3 years Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $40,000 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $31,750 |
Filed as: BILKEYKATZ INVESTMENT CONSULTANTS I Service code 27 411 SEVENTH AVE.#1425 · PITTSBURGH, PA 15219 | Advisory (Plan) | $6,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,304 | $122,854-32.2% | $184,200-54.8% | $199,768-58.3% |
| Participation rate | 93.6% | 87.0%+6.5pp | 86.8%+6.8pp | 72.0%+21.6pp |
| Annual return | 14.10% | 143.99%-129.9pp | 28.80%-14.7pp | 34.26%-20.2pp |
| Employer contribution / active EE | $6,280 | $4,588+36.9% | $6,424-2.2% | $3,037+106.8% |
| Participant deferral / active EE | $7,343 | $7,995-8.2% | $9,132-19.6% | $5,090+44.3% |
| Admin fee / account holder | $116 | $120-3.8% | $13,907-99.2% | $269-57.0% |