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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 | $12,955 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,310 |
Service code 13 101 BRADFORD ROAD · WEXFORD, PA 15090 | Contract Administrator | $3,301 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $953 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,585 | $48,432-49.2% | $121,169-79.7% | $71,495-65.6% |
| Participation rate | 98.5% | 54.3%+44.2pp | 69.5%+29.0pp | 67.9%+30.6pp |
| Annual return | 16.04% | 23.28%-7.2pp | 986.71%-970.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,667 | $1,493+78.6% | $4,168-36.0% | $2,589+3.0% |
| Participant deferral / active EE | $1,759 | $2,756-36.2% | $4,083-56.9% | $4,291-59.0% |
| Admin fee / account holder | $122 | $1,845-93.4% | $5,645-97.8% | $1,588-92.3% |