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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 | $101,539-43.2% | $147,041-60.7% | $74,400-22.4% |
| Participation rate | 86.8% | 75.5%+11.3pp | 82.2%+4.7pp | 67.2%+19.6pp |
| Annual return | 14.05% | 8740.84%-8726.8pp | 419.21%-405.2pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $1,816 | $3,811-52.4% | $4,935-63.2% | $2,624-30.8% |
| Participant deferral / active EE | $4,351 | $7,304-40.4% | $8,071-46.1% | $4,348+0.1% |
| Admin fee / account holder | $114 | $1,749-93.5% | $13,006-99.1% | $1,944-94.1% |