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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,708 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $17,779 |
Service code 13 | Contract Administrator | $8,703 |
WOODBURY FINANCIAL SERVICES9 years Service code 55 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Other Commissions | $2,547 |
Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 W. WASHINGTON ST STE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $2,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $87 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,547 | $79,184-26.1% | $102,438-42.8% | $74,546-21.5% |
| Participation rate | 88.0% | 74.8%+13.2pp | 76.5%+11.5pp | 67.2%+20.8pp |
| Annual return | 16.63% | 54.95%-38.3pp | 29.37%-12.7pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $1,147 | $2,362-51.4% | $3,024-62.1% | $2,624-56.3% |
| Participant deferral / active EE | $4,416 | $4,4140% | $5,054-12.6% | $4,347+1.6% |
| Admin fee / account holder | $240 | $2,001-88.0% | $9,448-97.5% | $1,944-87.6% |