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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67,145 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $16,149 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,095 | $103,024-47.5% | $112,040-51.7% | $79,634-32.1% |
| Participation rate | 99.7% | 80.6%+19.1pp | 76.5%+23.2pp | 62.5%+37.2pp |
| Annual return | 11.45% | 17.60%-6.2pp | 24.52%-13.1pp | 36.46%-25.0pp |
| Employer contribution / active EE | $2,135 | $3,015-29.2% | $2,954-27.7% | $2,529-15.6% |
| Participant deferral / active EE | $4,598 | $5,233-12.1% | $5,098-9.8% | $3,835+19.9% |
| Admin fee / account holder | $191 | $465-59.0% | $12,098-98.4% | $1,002-81.0% |