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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,168 |
VITA PLANNING GROUP LLC4 years Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $45,588 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,443 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,828 | $129,227-79.2% | $184,256-85.4% | $77,762-65.5% |
| Participation rate | 95.1% | 87.4%+7.7pp | 86.8%+8.3pp | 70.6%+24.5pp |
| Annual return | 17.47% | 33.24%-15.8pp | 28.85%-11.4pp | 31.27%-13.8pp |
| Employer contribution / active EE | $1,028 | $4,412-76.7% | $6,427-84.0% | $2,728-62.3% |
| Participant deferral / active EE | $5,128 | $7,307-29.8% | $9,133-43.9% | $4,651+10.3% |
| Admin fee / account holder | $204 | $256-20.4% | $13,899-98.5% | $433-53.0% |