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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,758 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 PO BOX 9500 · SPRINFIELD, MA 011029500 | Advisory (Plan) | $7,541 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $217 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,856 | $55,437-78.6% | $155,534-92.4% | $74,459-84.1% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 14.36% | 269.58%-255.2pp | 64.92%-50.6pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,908 | $2,837+2.5% | $5,630-48.4% | $4,350-33.2% |
| Admin fee / account holder | $132 | $1,742-92.4% | $15,900-99.2% | $1,945-93.2% |