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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,658 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $36,345 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,220 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,420 | $36,707-41.6% | $69,632-69.2% | $77,762-72.5% |
| Participation rate | 96.4% | 64.1%+32.3pp | 66.4%+30.0pp | 70.6%+25.8pp |
| Annual return | 12.14% | 39.03%-26.9pp | 101.32%-89.2pp | 31.27%-19.1pp |
| Employer contribution / active EE | $456 | $1,236-63.1% | $1,708-73.3% | $2,728-83.3% |
| Participant deferral / active EE | $2,683 | $2,710-1.0% | $2,889-7.1% | $4,651-42.3% |
| Admin fee / account holder | $146 | $510-71.4% | $4,695-96.9% | $433-66.4% |