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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 | $122,808 |
HAYS COMPANIES4 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $45,658 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,853 |
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 | $53,674 | $58,336-8.0% | $97,295-44.8% | $200,096-73.2% |
| Participation rate | 66.6% | 63.8%+2.9pp | 72.7%-6.0pp | 72.0%-5.4pp |
| Annual return | 21.95% | 32.81%-10.9pp | 75.62%-53.7pp | 34.26%-12.3pp |
| Employer contribution / active EE | $3,422 | $1,416+141.6% | $2,723+25.7% | $3,038+12.7% |
| Participant deferral / active EE | $7,126 | $3,240+119.9% | $4,264+67.1% | $5,090+40.0% |
| Admin fee / account holder | $181 | $114+59.2% | $5,646-96.8% | $269-32.6% |