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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 · EIN 41-0973005 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $9,932 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $446 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,040 | $65,125-21.6% | $143,797-64.5% | $66,949-23.8% |
| Participation rate | 45.5% | 65.2%-19.7pp | 80.3%-34.9pp | 69.8%-24.4pp |
| Annual return | -14.99% | -11.13%-3.9pp | -0.04%-14.9pp | 1.57%-16.6pp |
| Employer contribution / active EE | $1,289 | $2,362-45.4% | $4,952-74.0% | $2,545-49.4% |
| Participant deferral / active EE | $1,879 | $2,920-35.7% | $5,638-66.7% | $4,239-55.7% |
| Admin fee / account holder | $7 | $503-98.6% | $14,679-100.0% | $594-98.8% |