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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MODERN FINANCIAL ASSET MANAGEMENT Service code 27 20220 ELK CREEK DR E · COLORADO SPRINGS, CO 80908 | Advisory (Plan) | $24,334 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,410 |
Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $16,938 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,521 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET 23RD FLOOR · DENVER, CO 80202 | Other Fees | $3,813 |
SECURITIES AMERICA INC2 years Service code 99 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Fees | $2,694 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,159 | $82,163-74.2% | $125,381-83.1% | $64,819-67.4% |
| Participation rate | 73.1% | 77.9%-4.8pp | 82.4%-9.3pp | 71.5%+1.6pp |
| Annual return | -17.64% | 3.49%-21.1pp | 572.31%-590.0pp | 32.84%-50.5pp |
| Employer contribution / active EE | $2,082 | $3,616-42.4% | $4,815-56.8% | $2,507-16.9% |
| Participant deferral / active EE | $4,079 | $7,175-43.1% | $7,448-45.2% | $4,311-5.4% |
| Admin fee / account holder | $211 | $163+29.2% | $10,007-97.9% | $188+12.3% |