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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,368 | $81,557+25.5% | $123,973-17.4% | $65,191+57.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 8.95% | 11.45%-2.5pp | 388.13%-379.2pp | 51.24%-42.3pp |
| Employer contribution / active EE | $7,159 | $4,637+54.4% | $4,126+73.5% | $2,400+198.3% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $222 | $1,040-78.7% | $11,799-98.1% | $907-75.5% |