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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 | $49,384 |
HAYS COMPANIES2 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $23,002 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,951 |
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 | $28,795 | $45,959-37.3% | $91,225-68.4% | $77,906-63.0% |
| Participation rate | 60.1% | 66.3%-6.2pp | 73.2%-13.0pp | 73.7%-13.5pp |
| Annual return | -9.25% | -5.32%-3.9pp | 114.12%-123.4pp | 12.16%-21.4pp |
| Employer contribution / active EE | $2,773 | $1,451+91.2% | $2,851-2.7% | $2,846-2.6% |
| Participant deferral / active EE | $6,080 | $3,283+85.2% | $4,233+43.6% | $4,805+26.5% |
| Admin fee / account holder | $100 | $99+1.1% | $5,422-98.2% | $133-24.7% |