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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 | $77,788+31.6% | $119,126-14.1% | $64,728+58.2% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 8.95% | 13.19%-4.2pp | 282.11%-273.2pp | 49.38%-40.4pp |
| Employer contribution / active EE | $7,159 | $4,031+77.6% | $4,034+77.5% | $2,243+219.2% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $222 | $1,365-83.7% | $10,693-97.9% | $1,145-80.6% |