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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,839 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $18,438 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,718 |
HORAN SECURITIES INC4 years Service code 55 8044 MONTGOMERY RD STE 640 · CINCINNATI, OH 45236 | Other Commissions | $3,523 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,626 | $79,223-27.3% | $102,460-43.8% | $74,478-22.6% |
| Participation rate | 73.2% | 74.8%-1.5pp | 76.5%-3.3pp | 67.2%+6.0pp |
| Annual return | 16.47% | 54.98%-38.5pp | 29.47%-13.0pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $3,975 | $2,363+68.2% | $3,025+31.4% | $2,626+51.4% |
| Participant deferral / active EE | $10,300 | $4,417+133.2% | $5,056+103.7% | $4,350+136.8% |
| Admin fee / account holder | $285 | $2,003-85.8% | $9,460-97.0% | $1,946-85.4% |