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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $105,366 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $275 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Shareho... | $40 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,416 | $106,247+14.3% | $147,096-17.5% | $77,714+56.2% |
| Participation rate | 98.1% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 14.09% | 56.87%-42.8pp | 419.75%-405.7pp | 31.26%-17.2pp |
| Employer contribution / active EE | $5,620 | $4,069+38.1% | $4,936+13.9% | $2,727+106.1% |
| Participant deferral / active EE | $7,652 | $7,996-4.3% | $8,071-5.2% | $4,649+64.6% |
| Admin fee / account holder | $98 | $338-71.0% | $13,005-99.2% | $433-77.4% |