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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHRD RD · GREEBWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,898 |
HUNNEX AND SHOEMAKER, INC.3+ years Filed as: HUNNEX & SHOEMAKER INC Service code 13 · EIN 91-1072394 701 FIFTH AVE SUITE 6710 · SEATTLE, WA 98104 | Contract Administrator | $9,838 |
ABG PORTFOLIO STRATEGIES, INC.3+ years Filed as: ALERA GROUP INC DBA ALERA Service code 27 3 PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $9,580 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHRD RD · GREEBWOOD VILLAGE, CO 80111 | Investment Management | $1,172 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,626 | $101,795-67.0% | $165,100-79.6% | $80,959-58.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 7.33% | 16.73%-9.4pp | 70.21%-62.9pp | 35.67%-28.3pp |
| Employer contribution / active EE | $3,659 | $2,954+23.9% | $4,348-15.8% | $2,757+32.7% |
| Participant deferral / active EE | $6,545 | $4,476+46.2% | $6,035+8.4% | $4,300+52.2% |
| Admin fee / account holder | $223 | $8,221-97.3% | $12,696-98.2% | $6,925-96.8% |