| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,549,868 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $475,863 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $387,519 |
COWEN & COMPANY LLC4 years Service code 50 · EIN 84-1702964 | Direct Payment | $7,567 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $1,575 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,130 | $78,104+7.7% | $129,118-34.8% | $78,104+7.7% |
| Participation rate | 97.4% | 74.5%+22.9pp | 77.2%+20.2pp | 74.5%+22.9pp |
| Annual return | -6.53% | 10.90%-17.4pp | -10.94%+4.4pp | 10.90%-17.4pp |
| Employer contribution / active EE | $7,131 | $3,128+128.0% | $5,051+41.2% | $3,128+128.0% |
| Participant deferral / active EE | $6,985 | $5,089+37.3% | $6,539+6.8% | $5,089+37.3% |
| Admin fee / account holder | $149 | $79+88.2% | $14,305-99.0% | $79+88.2% |