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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,393 |
SECURITIES AMERICA INC7 years Filed as: SECURITIES AMERICA ADVISORS, INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $15,621 |
ERP RETIREMENT SERVICES2 years Filed as: ERP NATIONAL LLC DBA ERP RETIREMENT Service code 13 · EIN 84-2409366 | Contract Administrator | $4,316 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $174 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,477 | $57,061-8.0% | $85,063-38.3% | $80,911-35.1% |
| Participation rate | 90.5% | 56.3%+34.1pp | 67.5%+23.0pp | 67.6%+22.8pp |
| Annual return | 17.72% | 21.66%-3.9pp | 66.54%-48.8pp | 35.63%-17.9pp |
| Employer contribution / active EE | $2,261 | $1,799+25.7% | $2,727-17.1% | $2,756-18.0% |
| Participant deferral / active EE | $4,104 | $3,110+31.9% | $4,523-9.3% | $4,297-4.5% |
| Admin fee / account holder | $241 | $4,986-95.2% | $6,155-96.1% | $6,935-96.5% |