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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $239,927 |
OPER ENG LOCAL 520 ANNUITY TRUST FD10+ years Service code 99 · EIN 37-1328217 1472 N GREEN MOUNT ROAD · OFALLON, IL 62269 | Other Fees | $166,930 |
INVESTMENT CONSULTING SERVICES, LLC10+ years Service code 70 · EIN 32-0016703 2215 YORK ROAD SUITE 206 · OAK BROOK, IL 60523 | Consulting Fees | $55,000 |
HAMMOND AND SHINNERS, P.C.10+ years Filed as: HAMMOND & SHINNERS, P.C. Service code 29 · EIN 43-1429257 13205 MANCHESTER RD SUITE 210 · ST LOUIS, MO 63131 | Legal | $16,467 |
SCHEFFEL BOYLE10+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $14,110 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,408 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,844 | $241,850-67.4% | $102,437-23.0% | $200,096-60.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.41% | 17.67%-6.3pp | 24.95%-13.5pp | 34.26%-22.8pp |
| Employer contribution / active EE | $5,130 | $4,253+20.6% | $3,871+32.5% | $3,038+68.9% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $134 | $288-53.4% | $8,388-98.4% | $269-50.1% |