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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,737 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $16,114 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,975 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,870 | $65,960-56.2% | $81,844-64.7% | $77,736-62.9% |
| Participation rate | 98.8% | 65.8%+33.0pp | 72.4%+26.4pp | 70.6%+28.2pp |
| Annual return | 13.96% | 26.64%-12.7pp | 778.87%-764.9pp | 31.26%-17.3pp |
| Employer contribution / active EE | $2,584 | $2,375+8.8% | $2,916-11.4% | $2,728-5.3% |
| Participant deferral / active EE | $3,497 | $3,505-0.2% | $4,323-19.1% | $4,651-24.8% |
| Admin fee / account holder | $101 | $526-80.7% | $7,355-98.6% | $433-76.6% |