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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,860 |
VANTAGE FINANCIAL GROUP2 years Filed as: VANTAGE FINANCIAL GROUP, INC Service code 27 6200 ROCKSIDE RD #100 · CLEVELAND, OH 44131 | Advisory (Plan) | $3,053 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 EMPOWER ADVISORY GROUP, LLC · GREENWOOD VILLAGE, CO 80111 | Investment Management | $649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,112-100.0% | $96,544-100.0% | $71,529-100.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 76.0%-76.0pp | 67.9%-67.9pp |
| Annual return | 3.97% | 22.80%-18.8pp | 25.88%-21.9pp | 28.97%-25.0pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |