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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 | $15,356 |
Filed as: IFP ADVISORS INC DBA INDEPENDENT Service code 27 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Advisory (Plan) | $10,844 |
JANNEY MONTGOMERY SCOTT LLC4 years Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $9,086 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $629 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,926 | $58,969-13.6% | $129,406-60.6% | $77,762-34.5% |
| Participation rate | 33.8% | 59.5%-25.7pp | 69.6%-35.8pp | 70.6%-36.8pp |
| Annual return | 18.73% | 24.78%-6.1pp | 9468.18%-9449.5pp | 31.27%-12.5pp |
| Employer contribution / active EE | $1,027 | $1,959-47.5% | $4,155-75.3% | $2,728-62.3% |
| Participant deferral / active EE | $1,980 | $3,224-38.6% | $4,167-52.5% | $4,651-57.4% |
| Admin fee / account holder | $161 | $593-72.8% | $7,689-97.9% | $433-62.8% |