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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,369 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,664 |
PEAK RETIREMENT GROUP3 years Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $6,741 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,270 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,151 | $59,448-17.3% | $93,696-47.5% | $74,459-34.0% |
| Participation rate | 86.1% | 59.6%+26.5pp | 68.7%+17.4pp | 67.2%+18.9pp |
| Annual return | 15.05% | 82.11%-67.1pp | 133.74%-118.7pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $595 | $1,266-53.0% | $2,422-75.4% | $2,626-77.3% |
| Participant deferral / active EE | $3,729 | $3,052+22.2% | $4,417-15.6% | $4,350-14.3% |
| Admin fee / account holder | $283 | $3,027-90.6% | $8,287-96.6% | $1,945-85.4% |