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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 | $36,002-41.5% | $161,489-87.0% | $64,728-67.5% |
| Participation rate | 100.0% | 57.4%+42.6pp | 78.7%+21.3pp | 57.9%+42.1pp |
| Annual return | 14.52% | 33.93%-19.4pp | 89.72%-75.2pp | 49.38%-34.9pp |
| Employer contribution / active EE | $3,325 | $1,380+141.0% | $4,268-22.1% | $2,243+48.3% |
| Participant deferral / active EE | $3,326 | $1,815+83.2% | $5,630-40.9% | $2,729+21.8% |
| Admin fee / account holder | $83 | $931-91.1% | $16,006-99.5% | $1,145-92.7% |