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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $150,593 |
FORVIS, LLP6 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $72,540 |
Service code 27 · EIN 84-1612955 7979 EAST TUFTS AVE, #1700 · DENVER, CO 80237 | Advisory (Plan) | $57,758 |
BRYAN CAVE LLP2 years Service code 29 · EIN 43-0602162 | Legal | $45,316 |
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 | $62,317 | $103,918-40.0% | $94,679-34.2% | $80,149-22.2% |
| Participation rate | 87.8% | 85.8%+2.0pp | 80.8%+7.0pp | 72.9%+14.9pp |
| Annual return | 14.62% | 27.77%-13.2pp | 156.75%-142.1pp | 40.39%-25.8pp |
| Employer contribution / active EE | $1,725 | $3,539-51.3% | $3,673-53.0% | $2,977-42.1% |
| Participant deferral / active EE | $5,416 | $9,528-43.2% | $7,417-27.0% | $5,015+8.0% |
| Admin fee / account holder | $101 | $96+4.6% | $7,233-98.6% | $145-30.4% |