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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,403 |
TG BENEFITS, INC.2 years Filed as: PEAK RETIREMENT GROUP DBA TG BENEFI Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $34,471 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $32,653 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,708 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,286 | $69,823-70.9% | $76,872-73.6% | $74,460-72.8% |
| Participation rate | 92.8% | 70.0%+22.8pp | 69.6%+23.3pp | 70.7%+22.1pp |
| Annual return | 23.17% | 19.99%+3.2pp | 37.90%-14.7pp | 34.38%-11.2pp |
| Employer contribution / active EE | $1,809 | $2,148-15.8% | $2,533-28.6% | $2,638-31.4% |
| Participant deferral / active EE | $3,947 | $3,558+11.0% | $3,832+3.0% | $4,530-12.9% |
| Admin fee / account holder | $150 | $398-62.3% | $5,476-97.3% | $348-56.8% |