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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,535 |
BOURGEOIS BENNETT LLC1 year Service code 10 PO BOX 60600 · METAIRIE, LA 70005 | Accounting | $11,000 |
Service code 99 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Other Fees | $10,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $99 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,657 | $54,674+131.7% | $76,089+66.5% | $74,429+70.2% |
| Participation rate | 94.1% | 60.3%+33.8pp | 69.1%+25.0pp | 67.2%+26.9pp |
| Annual return | 12.27% | 31.89%-19.6pp | 360.94%-348.7pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $7,531 | $1,781+322.9% | $2,690+180.0% | $2,625+186.9% |
| Participant deferral / active EE | $9,343 | $3,071+204.2% | $4,259+119.4% | $4,348+114.9% |
| Admin fee / account holder | $197 | $2,238-91.2% | $6,418-96.9% | $1,944-89.9% |