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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 | $46,464-54.7% | $150,298-86.0% | $79,634-73.6% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.8%+22.2pp | 62.5%+37.5pp |
| Annual return | 14.52% | 27.89%-13.4pp | 62.79%-48.3pp | 36.46%-21.9pp |
| Employer contribution / active EE | $3,325 | $1,512+120.0% | $4,154-20.0% | $2,529+31.5% |
| Participant deferral / active EE | $3,326 | $2,157+54.2% | $5,453-39.0% | $3,835-13.3% |
| Admin fee / account holder | $83 | $891-90.7% | $14,116-99.4% | $1,002-91.7% |