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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 | $122,042-2.4% | $184,243-35.4% | $74,429+60.0% |
| Participation rate | 99.4% | 85.5%+13.9pp | 86.8%+12.5pp | 67.2%+32.1pp |
| Annual return | 16.59% | 19.91%-3.3pp | 28.82%-12.2pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $6,455 | $4,538+42.2% | $6,427+0.4% | $2,625+145.9% |
| Participant deferral / active EE | $3,947 | $7,143-44.7% | $9,132-56.8% | $4,348-9.2% |
| Admin fee / account holder | $87 | $1,252-93.0% | $13,914-99.4% | $1,944-95.5% |