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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 | $14,551 |
ROTHSCHILD ASSET MANAGEMENT4 years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 S WACKER DR #5900 · CHICAGO, IL 60606 | Advisory (Plan) | $12,498 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,370 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,606 | $91,439-42.5% | $135,974-61.3% | $71,511-26.4% |
| Participation rate | 83.6% | 75.7%+8.0pp | 81.9%+1.7pp | 67.9%+15.7pp |
| Annual return | 17.13% | 29.90%-12.8pp | 68.30%-51.2pp | 28.86%-11.7pp |
| Employer contribution / active EE | $1,296 | $3,705-65.0% | $4,859-73.3% | $2,589-50.0% |
| Participant deferral / active EE | $3,820 | $7,093-46.1% | $7,760-50.8% | $4,291-11.0% |
| Admin fee / account holder | $98 | $1,267-92.3% | $10,767-99.1% | $1,588-93.8% |