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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $18,748 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,623 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $488 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,911 | $65,125-18.8% | $143,797-63.2% | $66,949-21.0% |
| Participation rate | 79.4% | 65.2%+14.2pp | 80.3%-0.9pp | 69.8%+9.6pp |
| Annual return | -16.16% | -11.13%-5.0pp | -0.04%-16.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $2,500 | $2,362+5.8% | $4,952-49.5% | $2,545-1.8% |
| Participant deferral / active EE | $4,728 | $2,920+61.9% | $5,638-16.2% | $4,239+11.5% |
| Admin fee / account holder | $226 | $503-55.0% | $14,679-98.5% | $594-61.9% |