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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,791 |
Filed as: COMMONWEALTH Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $10,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: REA & ASSOCIATES, INC. Service code 13 · EIN 34-1310124 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Contract Administrator | $9,225 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $73 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,276 | $78,562-51.3% | $105,608-63.8% | $74,429-48.6% |
| Participation rate | 85.4% | 72.8%+12.6pp | 75.3%+10.1pp | 67.2%+18.2pp |
| Annual return | 13.88% | 15.94%-2.1pp | 116.50%-102.6pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $781 | $2,521-69.0% | $3,167-75.3% | $2,625-70.2% |
| Participant deferral / active EE | $2,273 | $4,321-47.4% | $5,010-54.6% | $4,348-47.7% |
| Admin fee / account holder | $219 | $2,217-90.1% | $11,028-98.0% | $1,944-88.7% |