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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,915 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $12,404 |
BENEFITS PLAN PLUS LLC5 years Service code 13 11701 BORMAN DR, STE 300 · ST LOUIS, MO 63146 | Contract Administrator | $11,003 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 | Contract Administrator | $10,000 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $570 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,674 | $65,125+271.1% | $143,797+68.1% | $66,949+261.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.73% | -11.13%-3.6pp | -0.04%-14.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $14,982 | $2,362+534.2% | $4,952+202.5% | $2,545+488.6% |
| Participant deferral / active EE | $9,627 | $2,920+229.7% | $5,638+70.7% | $4,239+127.1% |
| Admin fee / account holder | $265 | $503-47.3% | $14,679-98.2% | $594-55.3% |