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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,639 |
VITA PLANNING GROUP LLC3 years Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $35,521 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,883 |
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 | $23,162 | $100,272-76.9% | $170,057-86.4% | $74,473-68.9% |
| Participation rate | 95.0% | 87.4%+7.7pp | 87.0%+8.0pp | 70.7%+24.3pp |
| Annual return | 27.84% | 66.12%-38.3pp | 53.42%-25.6pp | 34.36%-6.5pp |
| Employer contribution / active EE | $828 | $4,266-80.6% | $6,790-87.8% | $2,638-68.6% |
| Participant deferral / active EE | $4,633 | $7,147-35.2% | $10,411-55.5% | $4,530+2.3% |
| Admin fee / account holder | $189 | $235-19.7% | $12,826-98.5% | $347-45.7% |