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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,992 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,649 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON COMPANIES Service code 27 5411 ROSS AVE STE 1200 · DALLAS, TX 75201 | Advisory (Plan) | $10,383 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 10TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $7,510 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, STE 100 · OMAHA, NE 68130 | Contract Administrator | $6,727 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,503 | $82,163-48.3% | $125,381-66.1% | $64,819-34.4% |
| Participation rate | 90.0% | 77.9%+12.1pp | 82.4%+7.6pp | 71.5%+18.5pp |
| Annual return | -16.04% | 3.49%-19.5pp | 572.31%-588.4pp | 32.84%-48.9pp |
| Employer contribution / active EE | $2,320 | $3,616-35.8% | $4,815-51.8% | $2,507-7.5% |
| Participant deferral / active EE | $4,928 | $7,175-31.3% | $7,448-33.8% | $4,311+14.3% |
| Admin fee / account holder | $286 | $163+75.0% | $10,007-97.1% | $188+52.1% |