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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 | $23,622 |
HUNNEX AND SHOEMAKER, INC.2+ years Filed as: HUNNEX & SHOEMAKER INC Service code 13 · EIN 91-1072394 701 FIFTH AVE SUITE 6710 · SEATTLE, WA 98104 | Contract Administrator | $14,104 |
ABG PORTFOLIO STRATEGIES, INC.2+ years Filed as: ALERA GROUP INC DBA ALERA Service code 27 3 PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $12,179 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHRD RD · GREEBWOOD VILLAGE, CO 80111 | Investment Management | $1,241 |
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 | $24,866 | $91,525-72.8% | $130,026-80.9% | $75,181-66.9% |
| Participation rate | 89.1% | 71.4%+17.7pp | 78.5%+10.6pp | 67.2%+21.9pp |
| Annual return | 30.79% | -631.40%+662.2pp | -137.26%+168.1pp | 160.69%-129.9pp |
| Employer contribution / active EE | $3,151 | $2,844+10.8% | $4,321-27.1% | $2,671+18.0% |
| Participant deferral / active EE | $5,157 | $4,342+18.8% | $5,821-11.4% | $4,126+25.0% |
| Admin fee / account holder | $259 | $6,778-96.2% | $10,608-97.6% | $5,650-95.4% |