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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD ROAD, CO 80111 | Recordkeeping Fees | $13,954 |
Filed as: CORNERSTONE RETIREMENT PLAN ADMN Service code 13 2000 CHAPEL VIEW BLVD STE 240 · CRANSTON, RI 02920 | Contract Administrator | $11,261 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD ROAD, CO 80111 | Investment Management | $889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,852 | $46,325-16.1% | $143,788-73.0% | $64,814-40.1% |
| Participation rate | 41.1% | 64.2%-23.1pp | 80.3%-39.2pp | 71.5%-30.4pp |
| Annual return | -15.09% | -10.05%-5.0pp | -0.03%-15.1pp | 32.84%-47.9pp |
| Employer contribution / active EE | $429 | $1,911-77.5% | $4,952-91.3% | $2,507-82.9% |
| Participant deferral / active EE | $2,213 | $2,647-16.4% | $5,638-60.7% | $4,310-48.7% |
| Admin fee / account holder | $209 | $154+35.7% | $14,675-98.6% | $188+11.1% |