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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 | $101,591-43.2% | $147,096-60.8% | $74,429-22.4% |
| Participation rate | 86.8% | 75.5%+11.3pp | 82.2%+4.7pp | 67.2%+19.6pp |
| Annual return | 14.05% | 8746.45%-8732.4pp | 419.75%-405.7pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $1,816 | $3,813-52.4% | $4,936-63.2% | $2,625-30.8% |
| Participant deferral / active EE | $4,351 | $7,302-40.4% | $8,071-46.1% | $4,348+0.1% |
| Admin fee / account holder | $114 | $1,750-93.5% | $13,005-99.1% | $1,944-94.1% |