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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 10 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Accounting | $37,808 |
COHNREZNICK LLP1 year Service code 10 ONE BOSTON PL · BOSTON, MA 02108 | Accounting | $6,486 |
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $502 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $167 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,429 | $89,123-34.4% | $102,460-43.0% | $77,762-24.9% |
| Participation rate | 92.2% | 80.9%+11.3pp | 76.5%+15.7pp | 70.6%+21.6pp |
| Annual return | 14.89% | 25.05%-10.2pp | 29.47%-14.6pp | 31.27%-16.4pp |
| Employer contribution / active EE | $2,512 | $2,700-6.9% | $3,025-16.9% | $2,728-7.9% |
| Participant deferral / active EE | $3,969 | $5,148-22.9% | $5,056-21.5% | $4,651-14.7% |
| Admin fee / account holder | $112 | $236-52.6% | $9,460-98.8% | $433-74.2% |