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| Provider | Service type | Compensation |
|---|---|---|
AMERIPRISE FINANCIAL SERVICES INC11+ years Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $16,065 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,716 |
ASSOCIATED PENSION CONSULTANTS11+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Contract Administrator | $9,639 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,271 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,857 | $106,864-13.1% | $147,318-37.0% | $82,637+12.4% |
| Participation rate | 80.4% | 75.5%+4.9pp | 82.1%-1.6pp | 68.1%+12.4pp |
| Annual return | 14.33% | 27.49%-13.2pp | 70.43%-56.1pp | 53.51%-39.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,628 | $6,496+48.2% | $7,906+21.8% | $4,126+133.4% |
| Admin fee / account holder | $155 | $8,415-98.2% | $13,708-98.9% | $7,339-97.9% |