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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 | $17,775 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $8,308 |
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 | $31,571 | $58,311-45.9% | $81,882-61.4% | $80,959-61.0% |
| Participation rate | 86.2% | 63.5%+22.7pp | 72.4%+13.8pp | 67.7%+18.5pp |
| Annual return | 10.81% | 41.85%-31.0pp | 779.47%-768.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $2,580 | $2,347+9.9% | $2,916-11.5% | $2,757-6.4% |
| Participant deferral / active EE | $1,578 | $3,287-52.0% | $4,323-63.5% | $4,300-63.3% |
| Admin fee / account holder | $145 | $4,752-97.0% | $7,360-98.0% | $6,925-97.9% |