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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 | $11,744 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $7,157 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC DBA MORNINGSTAR ASS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $485 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $316 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,371 | $55,889-65.3% | $76,119-74.6% | $80,935-76.1% |
| Participation rate | 97.7% | 62.1%+35.7pp | 69.1%+28.7pp | 67.7%+30.1pp |
| Annual return | 13.44% | 20.58%-7.1pp | 361.25%-347.8pp | 35.66%-22.2pp |
| Employer contribution / active EE | $5,343 | $1,866+186.3% | $2,693+98.4% | $2,757+93.8% |
| Participant deferral / active EE | $7,031 | $3,051+130.4% | $4,259+65.1% | $4,299+63.5% |
| Admin fee / account holder | $219 | $5,241-95.8% | $6,421-96.6% | $6,924-96.8% |