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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 | $92,090-55.6% | $106,201-61.5% | $77,671-47.4% |
| Participation rate | 72.0% | 81.0%-9.1pp | 75.3%-3.3pp | 70.6%+1.4pp |
| Annual return | 18.21% | 17.89%+0.3pp | 116.26%-98.1pp | 31.21%-13.0pp |
| Employer contribution / active EE | $3,147 | $3,368-6.6% | $3,170-0.7% | $2,726+15.4% |
| Participant deferral / active EE | $4,900 | $5,386-9.0% | $5,012-2.2% | $4,648+5.4% |
| Admin fee / account holder | $271 | $219+23.5% | $11,039-97.5% | $430-37.1% |