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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,095 | $96,782-44.1% | $140,514-61.5% | $69,255-21.9% |
| Participation rate | 99.7% | 81.0%+18.7pp | 77.8%+21.9pp | 69.0%+30.7pp |
| Annual return | 11.45% | 11.56%-0.1pp | 14.36%-2.9pp | 26.73%-15.3pp |
| Employer contribution / active EE | $2,135 | $3,063-30.3% | $3,378-36.8% | $2,645-19.3% |
| Participant deferral / active EE | $4,598 | $4,233+8.6% | $4,919-6.5% | $2,890+59.1% |
| Admin fee / account holder | $191 | $275-30.7% | $13,697-98.6% | $733-74.0% |