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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 | $85,670 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $41,196 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,742 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,856 | $92,186-55.7% | $105,624-61.3% | $77,762-47.5% |
| Participation rate | 72.0% | 81.0%-9.1pp | 75.3%-3.3pp | 70.6%+1.4pp |
| Annual return | 18.21% | 17.83%+0.4pp | 116.20%-98.0pp | 31.27%-13.1pp |
| Employer contribution / active EE | $3,147 | $3,376-6.8% | $3,168-0.6% | $2,728+15.4% |
| Participant deferral / active EE | $4,900 | $5,395-9.2% | $5,013-2.2% | $4,651+5.4% |
| Admin fee / account holder | $271 | $219+23.5% | $10,961-97.5% | $433-37.5% |