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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 | $47,833 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $10,954 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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 | $38,911 | $99,168-60.8% | $96,576-59.7% | $74,440-47.7% |
| Participation rate | 96.9% | 80.7%+16.3pp | 76.0%+21.0pp | 70.7%+26.2pp |
| Annual return | 12.88% | 22.40%-9.5pp | 25.87%-13.0pp | 34.37%-21.5pp |
| Employer contribution / active EE | $1,719 | $2,570-33.1% | $2,965-42.0% | $2,638-34.8% |
| Participant deferral / active EE | $3,797 | $4,936-23.1% | $4,851-21.7% | $4,529-16.2% |
| Admin fee / account holder | $155 | $225-31.2% | $8,253-98.1% | $348-55.5% |