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| Provider | Service type | Compensation |
|---|---|---|
RMI INSURANCE SERVICES INC.9+ years Service code 16 220 TECHNOLOGY DR #110 · IRVINE, CA 92618 | Consulting | $40,004 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,343 |
Service code 13 206 N. 1ST AVE · ARCADIA, CA 91006 | Contract Administrator | $1,495 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,176 | $55,930+134.5% | $76,089+72.4% | $80,925+62.1% |
| Participation rate | 99.0% | 62.1%+36.9pp | 69.1%+29.9pp | 67.7%+31.3pp |
| Annual return | 14.67% | 20.58%-5.9pp | 360.94%-346.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $5,155 | $1,866+176.2% | $2,690+91.6% | $2,756+87.0% |
| Participant deferral / active EE | $3,269 | $3,051+7.2% | $4,259-23.2% | $4,299-23.9% |
| Admin fee / account holder | $182 | $5,241-96.5% | $6,418-97.2% | $6,940-97.4% |