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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,753 |
APW CAPITAL INC6 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $6,059 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $5,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $25,131 | $77,908-67.7% | $149,696-83.2% | $75,173-66.6% |
| Participation rate | 74.1% | 65.6%+8.5pp | 78.8%-4.7pp | 67.2%+6.9pp |
| Annual return | 9.84% | 31.73%-21.9pp | 134.46%-124.6pp | 160.72%-150.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,089 | $3,411-38.7% | $5,682-63.2% | $4,126-49.4% |
| Admin fee / account holder | $217 | $5,950-96.4% | $13,212-98.4% | $5,651-96.2% |