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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 | $75,661 |
HAYS COMPANIES3 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $28,185 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,243 |
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 | $41,963 | $52,090-19.4% | $95,740-56.2% | $80,157-47.6% |
| Participation rate | 62.0% | 67.0%-5.0pp | 72.3%-10.3pp | 72.9%-10.9pp |
| Annual return | 30.51% | 23.29%+7.2pp | 28.41%+2.1pp | 40.39%-9.9pp |
| Employer contribution / active EE | $3,118 | $1,548+101.3% | $2,836+9.9% | $2,977+4.7% |
| Participant deferral / active EE | $6,539 | $3,266+100.2% | $4,244+54.1% | $5,015+30.4% |
| Admin fee / account holder | $131 | $96+36.7% | $5,676-97.7% | $145-9.6% |