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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 | Recordkeeping Fees | $23,110 |
DOUGHERTY & COMPANY3 years Service code 10 500 N CENTRAL AVE STE 325 · GLENDALE, CA 91203 | Accounting | $9,900 |
Service code 27 | Advisory (Plan) | $8,571 |
Filed as: ONEAMERICA SECURITIES Service code 55 | Other Commissions | $6,542 |
Filed as: ONEAMERICA SECURITIES INC Service code 55 | Other Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,084 | $101,653+34.9% | $147,080-6.8% | $74,459+84.1% |
| Participation rate | 80.5% | 75.6%+5.0pp | 82.2%-1.7pp | 67.2%+13.3pp |
| Annual return | 17.85% | 8754.98%-8737.1pp | 420.17%-402.3pp | 1369.70%-1351.9pp |
| Employer contribution / active EE | $1,624 | $3,813-57.4% | $4,933-67.1% | $2,626-38.1% |
| Participant deferral / active EE | $3,638 | $7,304-50.2% | $8,066-54.9% | $4,350-16.4% |
| Admin fee / account holder | $240 | $1,752-86.3% | $12,989-98.2% | $1,945-87.6% |