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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,268 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,159 |
Filed as: FINANCIALFOCUS RETIREMENT PLAN S Service code 13 · EIN 36-4820854 2705 S ALMA SCHOOL RD STE 2 · CHANDLER, AZ 85286 | Contract Administrator | $3,300 |
Service code 99 · EIN 61-1932930 1801 CALIFORNIA STREET, 3RD FLOOR · DENVER, CO 80202 | Other Fees | $1,568 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,127 | $71,353-34.0% | $92,805-49.2% | $86,983-45.8% |
| Participation rate | 94.9% | 80.9%+14.0pp | 83.5%+11.4pp | 69.5%+25.3pp |
| Annual return | 23.33% | 44.68%-21.4pp | 31.59%-8.3pp | 25.83%-2.5pp |
| Employer contribution / active EE | $843 | $2,468-65.8% | $3,424-75.4% | $2,584-67.4% |
| Participant deferral / active EE | $6,379 | $6,966-8.4% | $8,448-24.5% | $4,194+52.1% |
| Admin fee / account holder | $178 | $6,099-97.1% | $10,911-98.4% | $7,856-97.7% |