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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 | $11,532 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $6,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $26,642 | $58,292-54.3% | $86,640-69.2% | $71,511-62.7% |
| Participation rate | 62.5% | 65.0%-2.5pp | 71.7%-9.2pp | 67.9%-5.4pp |
| Annual return | 14.40% | 21.63%-7.2pp | 592.52%-578.1pp | 28.86%-14.5pp |
| Employer contribution / active EE | $1,507 | $2,574-41.4% | $3,024-50.2% | $2,589-41.8% |
| Participant deferral / active EE | $911 | $3,438-73.5% | $4,438-79.5% | $4,291-78.8% |
| Admin fee / account holder | $100 | $1,057-90.5% | $5,616-98.2% | $1,588-93.7% |