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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8518 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,826 |
Filed as: AMERIPRISE FINANCIAL Service code 55 70100 AMERIPRISE FINANCIAL · MINEAPOLES, MN 55474 | Other Commissions | $7,366 |
Service code 13 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Contract Administrator | $5,530 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,879 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,432 | $47,479-44.3% | $62,929-58.0% | $82,448-67.9% |
| Participation rate | 84.7% | 66.9%+17.8pp | 73.1%+11.6pp | 68.1%+16.6pp |
| Annual return | 13.07% | 20.34%-7.3pp | 1063.93%-1050.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,382 | $1,885+26.3% | $2,505-4.9% | $2,551-6.6% |
| Participant deferral / active EE | $1,976 | $2,870-31.2% | $3,888-49.2% | $4,139-52.3% |
| Admin fee / account holder | $172 | $3,804-95.5% | $5,065-96.6% | $7,234-97.6% |