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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,231 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,978 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 24 E COTA STREET, SUITE 200 · SANTA BARBARAA, CA 93101 | Advisory (Plan) | $10,091 |
TRUOG-RYDING COMPANY, INC.3 years Service code 13 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $4,425 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,044 | $38,165-44.9% | $189,758-88.9% | $69,255-69.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 79.8%+20.2pp | 69.0%+31.0pp |
| Annual return | 14.52% | 14.65%-0.1pp | 52.62%-38.1pp | 26.73%-12.2pp |
| Employer contribution / active EE | $3,325 | $1,589+109.2% | $4,767-30.2% | $2,645+25.7% |
| Participant deferral / active EE | $3,326 | $2,073+60.4% | $5,856-43.2% | $2,890+15.1% |
| Admin fee / account holder | $83 | $714-88.4% | $20,388-99.6% | $733-88.7% |