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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $293,964 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $69,432 |
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $60,000 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Advisory (Plan) | $59,207 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC Service code 27 5299 DTC BLVD · GREENWOORD VILLAGE, CO 80111 | Advisory (Plan) | $25,313 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,683 | $45,959+38.6% | $91,215-30.2% | $77,906-18.3% |
| Participation rate | 96.4% | 66.3%+30.1pp | 73.2%+23.2pp | 73.7%+22.7pp |
| Annual return | -16.20% | -5.32%-10.9pp | 114.15%-130.3pp | 12.16%-28.4pp |
| Employer contribution / active EE | $3,830 | $1,451+164.0% | $2,852+34.3% | $2,846+34.6% |
| Participant deferral / active EE | $10,534 | $3,283+220.9% | $4,234+148.8% | $4,805+119.2% |
| Admin fee / account holder | $100 | $99+0.9% | $5,424-98.2% | $133-24.9% |