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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 | $14,837 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,060 |
PEAK RETIREMENT GROUP2 years Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $5,124 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $926 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,427 | $54,717-22.5% | $86,209-50.8% | $71,495-40.7% |
| Participation rate | 86.0% | 60.1%+25.9pp | 69.0%+17.0pp | 67.9%+18.0pp |
| Annual return | 16.94% | 20.07%-3.1pp | 1169.05%-1152.1pp | 28.85%-11.9pp |
| Employer contribution / active EE | $572 | $1,267-54.8% | $2,381-76.0% | $2,589-77.9% |
| Participant deferral / active EE | $3,245 | $3,110+4.3% | $3,986-18.6% | $4,291-24.4% |
| Admin fee / account holder | $232 | $1,922-87.9% | $6,853-96.6% | $1,588-85.4% |