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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,725 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $12,879 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,947 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 | Contract Administrator | $4,910 |
Service code 99 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Other Fees | $4,233 |
Service code 13 207 WEST 25TH STEET 9TH FLOOR · NEW YORK, NY 10001 | Contract Administrator | $3,398 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,375 | $86,692-82.3% | $119,634-87.1% | $66,949-77.0% |
| Participation rate | 86.4% | 75.6%+10.8pp | 79.3%+7.1pp | 69.8%+16.6pp |
| Annual return | -14.20% | -8.00%-6.2pp | -14.98%+0.8pp | 1.57%-15.8pp |
| Employer contribution / active EE | $3,745 | $2,536+47.7% | $4,232-11.5% | $2,545+47.1% |
| Participant deferral / active EE | $1,191 | $4,360-72.7% | $5,601-78.7% | $4,239-71.9% |
| Admin fee / account holder | $115 | $755-84.8% | $10,329-98.9% | $594-80.7% |