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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $21,478 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,683 |
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 | $46,259 | $71,873-35.6% | $86,698-46.6% | $68,490-32.5% |
| Participation rate | 88.0% | 72.2%+15.7pp | 76.6%+11.4pp | 67.9%+20.1pp |
| Annual return | -19.06% | 3.54%-22.6pp | 35.96%-55.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,164 | $2,173-0.4% | $2,837-23.7% | $2,597-16.7% |
| Participant deferral / active EE | $4,112 | $3,779+8.8% | $4,656-11.7% | $4,028+2.1% |
| Admin fee / account holder | $240 | $6,110-96.1% | $7,492-96.8% | $5,403-95.6% |