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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 | $56,121+132.6% | $92,985+40.4% | $64,340+102.9% |
| Participation rate | 93.0% | 44.9%+48.1pp | 69.5%+23.5pp | 55.2%+37.8pp |
| Annual return | 3.14% | 19.19%-16.0pp | 27.99%-24.8pp | 24.14%-21.0pp |
| Employer contribution / active EE | $3,500 | $1,351+159.0% | $2,662+31.5% | $1,862+88.0% |
| Participant deferral / active EE | $2,969 | $2,362+25.7% | $4,377-32.2% | $2,980-0.4% |
| Admin fee / account holder | $202 | $6,869-97.1% | $9,463-97.9% | $3,703-94.6% |