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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Bank Trustee | $18,502 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,088 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,684 |
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 | $30,995 | $46,332-33.1% | $143,797-78.4% | $64,824-52.2% |
| Participation rate | 95.5% | 64.2%+31.3pp | 80.3%+15.2pp | 71.5%+24.1pp |
| Annual return | -17.97% | -10.05%-7.9pp | -0.04%-17.9pp | 32.84%-50.8pp |
| Employer contribution / active EE | $1,995 | $1,911+4.4% | $4,952-59.7% | $2,507-20.4% |
| Participant deferral / active EE | $2,637 | $2,647-0.4% | $5,638-53.2% | $4,311-38.8% |
| Admin fee / account holder | $90 | $154-41.7% | $14,679-99.4% | $188-52.3% |