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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 | $30,322 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $22,594 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,376 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,558 | $50,820-32.0% | $155,567-77.8% | $77,671-55.5% |
| Participation rate | 98.2% | 63.1%+35.0pp | 78.2%+20.0pp | 70.6%+27.6pp |
| Annual return | 14.27% | 34.85%-20.6pp | 64.74%-50.5pp | 31.21%-16.9pp |
| Employer contribution / active EE | $2,626 | $1,993+31.8% | $4,674-43.8% | $2,726-3.7% |
| Participant deferral / active EE | $3,938 | $2,823+39.5% | $5,628-30.0% | $4,648-15.3% |
| Admin fee / account holder | $206 | $436-52.8% | $15,916-98.7% | $430-52.2% |