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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $40,185 |
Filed as: OLD SLIP INVESTMENT ADVISORS Service code 27 · EIN 81-2704670 | Advisory (Plan) | $20,887 |
THE BENEFIT PRACTICE2 years Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $19,739 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $427 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,565 | $59,054-55.0% | $97,167-72.7% | $77,671-65.8% |
| Participation rate | 91.4% | 67.9%+23.5pp | 72.7%+18.7pp | 70.6%+20.8pp |
| Annual return | 16.26% | 16.96%-0.7pp | 75.27%-59.0pp | 31.21%-15.0pp |
| Employer contribution / active EE | $1,509 | $1,742-13.4% | $2,729-44.7% | $2,726-44.7% |
| Participant deferral / active EE | $5,829 | $3,930+48.3% | $4,264+36.7% | $4,648+25.4% |
| Admin fee / account holder | $151 | $346-56.5% | $5,650-97.3% | $430-65.0% |