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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 | $78,197-39.7% | $98,090-52.0% | $82,637-43.0% |
| Participation rate | 94.9% | 77.5%+17.4pp | 81.5%+13.3pp | 68.1%+26.8pp |
| Annual return | 23.33% | 40.25%-16.9pp | 37.05%-13.7pp | 53.51%-30.2pp |
| Employer contribution / active EE | $843 | $2,605-67.6% | $3,606-76.6% | $2,552-67.0% |
| Participant deferral / active EE | $6,379 | $6,636-3.9% | $7,845-18.7% | $4,126+54.6% |
| Admin fee / account holder | $178 | $14,832-98.8% | $11,815-98.5% | $7,339-97.6% |