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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 25 MERCHANT STREET · CINCINNATI, OH 45246 | Contract Administrator | $10,228 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,457 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD VILLAGE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,556 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,078 | $122,063-2.4% | $184,256-35.4% | $74,478+59.9% |
| Participation rate | 99.4% | 85.5%+13.9pp | 86.8%+12.5pp | 67.2%+32.1pp |
| Annual return | 16.59% | 19.92%-3.3pp | 28.85%-12.3pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $6,455 | $4,539+42.2% | $6,427+0.4% | $2,626+145.8% |
| Participant deferral / active EE | $3,947 | $7,144-44.8% | $9,133-56.8% | $4,350-9.3% |
| Admin fee / account holder | $87 | $1,253-93.0% | $13,899-99.4% | $1,946-95.5% |