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| Provider | Service type | Compensation |
|---|---|---|
RMI INSURANCE SERVICES INC.10+ years Service code 16 220 TECHNOLOGY DR #110 · IRVINE, CA 92618 | Consulting | $47,338 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,727 |
Service code 13 206 N. 1ST AVE · ARCADIA, CA 91006 | Contract Administrator | $1,385 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,545 | $55,932+133.4% | $76,735+70.1% | $67,986+92.0% |
| Participation rate | 93.0% | 50.8%+42.2pp | 69.5%+23.5pp | 57.2%+35.8pp |
| Annual return | 3.14% | 23.10%-20.0pp | 29.77%-26.6pp | 31.67%-28.5pp |
| Employer contribution / active EE | $3,500 | $1,487+135.4% | $2,454+42.6% | $2,019+73.4% |
| Participant deferral / active EE | $2,969 | $2,558+16.0% | $4,088-27.4% | $3,358-11.6% |
| Admin fee / account holder | $202 | $4,907-95.9% | $7,189-97.2% | $3,203-93.7% |