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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,571 |
WINTRUST INVESTMENTS LLC1 year Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $12,713 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $9,464 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $522 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,883 | $87,132-7.2% | $105,624-23.4% | $80,959-0.1% |
| Participation rate | 98.5% | 70.4%+28.0pp | 75.3%+23.2pp | 67.7%+30.8pp |
| Annual return | 14.17% | 17.03%-2.9pp | 116.20%-102.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,445 | $2,397-39.7% | $3,168-54.4% | $2,757-47.6% |
| Participant deferral / active EE | $7,033 | $3,985+76.5% | $5,013+40.3% | $4,300+63.6% |
| Admin fee / account holder | $479 | $8,449-94.3% | $10,961-95.6% | $6,925-93.1% |