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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 10 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Accounting | $19,750 |
COHNREZNICK LLP1 year Service code 10 ONE BOSTON PL · BOSTON, MA 02108 | Accounting | $17,325 |
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $3,034 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $1,011 |
Service code 29 · EIN 27-0015651 | Legal | $278 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,907 | $79,189+6.0% | $102,457-18.1% | $74,400+12.8% |
| Participation rate | 76.8% | 74.8%+2.1pp | 76.5%+0.3pp | 67.2%+9.6pp |
| Annual return | 9.73% | 54.98%-45.3pp | 29.41%-19.7pp | 1367.51%-1357.8pp |
| Employer contribution / active EE | $894 | $2,362-62.1% | $3,022-70.4% | $2,624-65.9% |
| Participant deferral / active EE | $2,025 | $4,415-54.1% | $5,054-59.9% | $4,348-53.4% |
| Admin fee / account holder | $145 | $2,002-92.8% | $9,451-98.5% | $1,944-92.5% |