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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $53,590 |
AMERICAN FUNDS9+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLZ STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $5,213 |
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 | $90,821 | $92,076-1.4% | $105,608-14.0% | $77,714+16.9% |
| Participation rate | 93.3% | 81.0%+12.3pp | 75.3%+18.1pp | 70.6%+22.8pp |
| Annual return | 11.51% | 17.84%-6.3pp | 116.50%-105.0pp | 31.26%-19.7pp |
| Employer contribution / active EE | $3,422 | $3,370+1.6% | $3,167+8.1% | $2,727+25.5% |
| Participant deferral / active EE | $3,405 | $5,390-36.8% | $5,010-32.0% | $4,649-26.8% |
| Admin fee / account holder | $113 | $219-48.4% | $11,028-99.0% | $433-73.9% |