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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 | $14,287 |
ROTHSCHILD ASSET MANAGEMENT3 years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S WACKER DR #5900 · CHICAGO, IL 60606 | Advisory (Plan) | $12,480 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,613 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $82 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,439 | $84,493-39.1% | $125,381-59.0% | $66,938-23.2% |
| Participation rate | 73.5% | 76.4%-2.9pp | 82.4%-8.8pp | 69.8%+3.7pp |
| Annual return | -14.93% | -8.49%-6.4pp | 572.31%-587.2pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,363 | $3,554-61.6% | $4,815-71.7% | $2,545-46.4% |
| Participant deferral / active EE | $3,285 | $6,783-51.6% | $7,448-55.9% | $4,238-22.5% |
| Admin fee / account holder | $106 | $685-84.6% | $10,007-98.9% | $594-82.2% |