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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $91,643 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,899 |
ALLOTTA FARLEY CO LPA3 years Filed as: ALLOTTA, FARLEY CO., L.P.A. Service code 29 · EIN 34-1316963 | Legal | $30,334 |
Service code 10 · EIN 31-0800053 | Accounting | $23,200 |
Filed as: ONEDIGITAL INVESTMENT ADIVISORS LLC Service code 27 P.O. BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $18,763 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE INC. Service code 99 P.O. BOX 21420 · NEW YORK, NC 10087 | Other Fees | $18,431 |
JULIE VISINTINE4 years Filed as: JULIE CARPENTER Service code 99 15315 ROLLING OAKS PLACE · LEO, IN 46765 | Other Fees | $5,400 |
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 | $102,368 | $92,224+11.0% | $105,223-2.7% | $79,634+28.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 8.95% | 88.65%-79.7pp | 180.65%-171.7pp | 36.46%-27.5pp |
| Employer contribution / active EE | $7,159 | $3,965+80.6% | $3,689+94.1% | $2,529+183.1% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $222 | $1,121-80.2% | $8,859-97.5% | $1,002-77.9% |