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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,717 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,041 |
Service code 13 101 BRADFORD ROAD · WEXFORD, PA 15090 | Contract Administrator | $850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,757 | $52,507-49.0% | $129,406-79.3% | $74,478-64.1% |
| Participation rate | 100.0% | 53.9%+46.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 12.12% | 15.64%-3.5pp | 9468.18%-9456.1pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $2,934 | $1,534+91.2% | $4,155-29.4% | $2,626+11.7% |
| Participant deferral / active EE | $2,105 | $2,801-24.8% | $4,167-49.5% | $4,350-51.6% |
| Admin fee / account holder | $30 | $2,639-98.9% | $7,689-99.6% | $1,946-98.5% |