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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NYLIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 100101603 | Other Commissions | $25,023 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,304 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,269 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,807 | $54,193-54.2% | $93,606-73.5% | $77,643-68.0% |
| Participation rate | 77.5% | 63.9%+13.6pp | 68.7%+8.8pp | 70.6%+7.0pp |
| Annual return | 10.30% | 30.54%-20.2pp | 133.20%-122.9pp | 31.24%-20.9pp |
| Employer contribution / active EE | $61 | $1,168-94.8% | $2,420-97.5% | $2,726-97.8% |
| Participant deferral / active EE | $2,989 | $3,144-4.9% | $4,411-32.2% | $4,647-35.7% |
| Admin fee / account holder | $50 | $576-91.4% | $8,285-99.4% | $430-88.5% |