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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $15,769 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $6,075 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,204 | $72,303+64.9% | $86,698+37.5% | $64,824+83.9% |
| Participation rate | 87.0% | 80.4%+6.5pp | 76.6%+10.4pp | 71.5%+15.5pp |
| Annual return | -14.15% | 392.77%-406.9pp | 35.96%-50.1pp | 32.84%-47.0pp |
| Employer contribution / active EE | $6,542 | $2,393+173.4% | $2,837+130.6% | $2,507+160.9% |
| Participant deferral / active EE | $10,671 | $4,660+129.0% | $4,656+129.2% | $4,311+147.5% |
| Admin fee / account holder | $244 | $174+40.5% | $7,492-96.7% | $188+30.1% |