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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AXXCESS WEALTH MANAGEMENT, LLC Service code 27 6005 HIDDEN VALLEY ROAD · CARLSBAD, CA 92011 | Advisory (Plan) | $31,167 |
JACKSON KELLY PLLC1 year Service code 13 P.O. BOX 553 · CHARLESTON, WV 25322 | Contract Administrator | $8,229 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $7,899 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $147 |
Filed as: EMPOWER ANNUITY INS. 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 | $49,347 | $61,356-19.6% | $149,696-67.0% | $71,511-31.0% |
| Participation rate | 99.2% | 62.5%+36.6pp | 78.8%+20.4pp | 67.9%+31.2pp |
| Annual return | 12.02% | 35.86%-23.8pp | 134.46%-122.4pp | 28.86%-16.8pp |
| Employer contribution / active EE | $2,126 | $2,382-10.7% | $4,821-55.9% | $2,589-17.9% |
| Participant deferral / active EE | $3,461 | $2,920+18.5% | $5,682-39.1% | $4,291-19.3% |
| Admin fee / account holder | $88 | $1,263-93.0% | $13,212-99.3% | $1,588-94.5% |