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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,673 |
ROTHSCHILD ASSET MANAGEMENT5 years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S WACKER DR #5900 · CHICAGO, IL 60606 | Advisory (Plan) | $12,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,332 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,721 | $101,672-43.2% | $147,117-60.8% | $74,478-22.5% |
| Participation rate | 86.8% | 75.5%+11.3pp | 82.2%+4.7pp | 67.2%+19.6pp |
| Annual return | 14.05% | 8757.83%-8743.8pp | 420.54%-406.5pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $1,816 | $3,813-52.4% | $4,932-63.2% | $2,626-30.9% |
| Participant deferral / active EE | $4,351 | $7,305-40.4% | $8,065-46.0% | $4,3500% |
| Admin fee / account holder | $114 | $1,753-93.5% | $12,993-99.1% | $1,946-94.1% |