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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 | $100,061-45.9% | $120,344-55.0% | $64,728-16.4% |
| Participation rate | 99.7% | 79.8%+19.9pp | 76.7%+23.0pp | 57.9%+41.8pp |
| Annual return | 11.45% | 16.53%-5.1pp | 20.30%-8.9pp | 49.38%-37.9pp |
| Employer contribution / active EE | $2,135 | $3,112-31.4% | $3,020-29.3% | $2,243-4.8% |
| Participant deferral / active EE | $4,598 | $4,955-7.2% | $5,135-10.4% | $2,729+68.5% |
| Admin fee / account holder | $191 | $428-55.5% | $12,742-98.5% | $1,145-83.4% |