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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,951 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA ADVISORS INC Service code 13 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Contract Administrator | $7,083 |
WT 3(16) LLC3 years Service code 13 469 WEST MAIN ST · BRANFORD, CT 06405 | Contract Administrator | $5,127 |
WELLS THOMAS, LLC3 years Service code 13 469 WEST MAIN ST · BRANFORD, CT 06405 | Contract Administrator | $4,464 |
Service code 27 182 TURNPIKE RD · WESTBOROUGH, MA 01581 | Advisory (Plan) | $1,417 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,125 |
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 | $40,680 | $65,083-37.5% | $143,788-71.7% | $66,930-39.2% |
| Participation rate | 64.5% | 65.2%-0.7pp | 80.3%-15.8pp | 69.8%-5.3pp |
| Annual return | -15.89% | -11.13%-4.8pp | -0.03%-15.9pp | 1.57%-17.5pp |
| Employer contribution / active EE | $1,843 | $2,361-22.0% | $4,952-62.8% | $2,545-27.6% |
| Participant deferral / active EE | $4,017 | $2,920+37.6% | $5,638-28.8% | $4,238-5.2% |
| Admin fee / account holder | $220 | $502-56.2% | $14,675-98.5% | $593-62.9% |