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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 | $59,093-55.0% | $97,295-72.7% | $77,762-65.8% |
| Participation rate | 91.4% | 67.8%+23.7pp | 72.7%+18.8pp | 70.6%+20.8pp |
| Annual return | 16.26% | 16.93%-0.7pp | 75.62%-59.4pp | 31.27%-15.0pp |
| Employer contribution / active EE | $1,509 | $1,727-12.6% | $2,723-44.6% | $2,728-44.7% |
| Participant deferral / active EE | $5,829 | $3,901+49.4% | $4,264+36.7% | $4,651+25.3% |
| Admin fee / account holder | $151 | $346-56.5% | $5,646-97.3% | $433-65.2% |