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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 | $35,238 |
RMB CAPITAL MANAGEMENT LLC5 years Filed as: RMB WEST LLC Service code 27 115 S LASALLE 34TH FLOOR · CHICAGO, IL 60603 | Advisory (Plan) | $27,045 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,096 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,817 | $89,225-43.0% | $136,072-62.7% | $74,459-31.8% |
| Participation rate | 76.1% | 69.4%+6.7pp | 76.4%-0.3pp | 67.2%+8.9pp |
| Annual return | 11.55% | 22.76%-11.2pp | 580.46%-568.9pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $506 | $2,816-82.0% | $4,216-88.0% | $2,626-80.7% |
| Participant deferral / active EE | $5,969 | $4,597+29.8% | $7,028-15.1% | $4,350+37.2% |
| Admin fee / account holder | $218 | $1,545-85.9% | $6,718-96.8% | $1,945-88.8% |