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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 | $55,457-52.3% | $77,361-65.8% | $94,015-71.9% |
| Participation rate | 84.7% | 69.8%+14.9pp | 75.0%+9.7pp | 70.8%+13.9pp |
| Annual return | 13.07% | 15.57%-2.5pp | 1011.54%-998.5pp | 17.84%-4.8pp |
| Employer contribution / active EE | $2,382 | $2,255+5.6% | $2,990-20.3% | $2,790-14.6% |
| Participant deferral / active EE | $1,976 | $3,069-35.6% | $3,911-49.5% | $4,249-53.5% |
| Admin fee / account holder | $172 | $4,334-96.0% | $5,894-97.1% | $8,951-98.1% |