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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,358 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,413 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,796 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $175 |
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 | $146,592 | $52,507+179.2% | $129,406+13.3% | $74,478+96.8% |
| Participation rate | 96.8% | 53.9%+42.9pp | 69.6%+27.1pp | 67.2%+29.6pp |
| Annual return | 11.56% | 15.64%-4.1pp | 9468.18%-9456.6pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $8,547 | $1,534+457.1% | $4,155+105.7% | $2,626+225.4% |
| Participant deferral / active EE | $4,620 | $2,801+65.0% | $4,167+10.9% | $4,350+6.2% |
| Admin fee / account holder | $259 | $2,639-90.2% | $7,689-96.6% | $1,946-86.7% |