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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 | $63,108 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,971 |
Filed as: SVA CERTIFIED PUBLIC ACCOUNTANTS S Service code 10 1221 JOHN Q HAMMONS DR · MADISON, WI 537444968 | Accounting | $13,551 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,196 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,437 | $47,180+246.4% | $149,723+9.2% | $74,473+119.5% |
| Participation rate | 98.9% | 63.4%+35.4pp | 78.8%+20.1pp | 70.7%+28.1pp |
| Annual return | 17.11% | 22.75%-5.6pp | 134.50%-117.4pp | 34.36%-17.2pp |
| Employer contribution / active EE | $6,020 | $1,907+215.7% | $4,821+24.9% | $2,638+128.2% |
| Participant deferral / active EE | $6,905 | $2,730+152.9% | $5,682+21.5% | $4,530+52.4% |
| Admin fee / account holder | $269 | $343-21.5% | $13,215-98.0% | $347-22.4% |