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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 | $311,278 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $297,131 |
FIDUCIENT ADVISORS LLC3 years Service code 16 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Consulting | $62,832 |
RSM US LLP9+ years Service code 10 30 SOUTH WACKER DR · CHICAGO, IL 60606 | Accounting | $18,700 |
ESLER & VANDERSCHAAFF CO., L.P.A9+ years Filed as: ESLER & VANDERSCHAAFF CO., LPA Service code 29 2912 SPRINGBORO WEST STE 100 · DAYTON, OH 45439 | Legal | $14,860 |
Filed as: SUMMIT GLOBAL INVESTMENTS Service code 33 · EIN 27-3616371 | Securities brokerage | $2,046 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $277 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,602 | $103,657-6.8% | $94,677+2.0% | $103,657-6.8% |
| Participation rate | 94.0% | 73.4%+20.6pp | 80.8%+13.1pp | 73.4%+20.6pp |
| Annual return | 18.58% | 33.13%-14.6pp | 156.95%-138.4pp | 33.13%-14.6pp |
| Employer contribution / active EE | $3,648 | $3,216+13.4% | $3,673-0.7% | $3,216+13.4% |
| Participant deferral / active EE | $5,242 | $5,218+0.5% | $7,418-29.3% | $5,218+0.5% |
| Admin fee / account holder | $84 | $114-26.2% | $7,222-98.8% | $114-26.2% |